Savannah Claire Stovall
Investment adviser representative at Duncan Williams Asset Management, LLC
12 yearsExperience
1 stateRegistered in
$2.7BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- M.S. Howells & CoFeb 2025 to now
- Duncan Williams Asset Management, LLCNov 2024 to now
- CsengeFeb 2023 to Nov 2024
- Lion Street FinancialNov 2022 to Nov 2024
- Radian PartnersAug 2022 to Nov 2024
- Corkys Ribs & BbqDec 2020 to Jan 2022
- University of AlabamaAug 2018 to May 2022
- St. Agnes AcademyAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TN).
Duncan Williams Asset Management, LLC
$2.7BAssets managed
2,238Clients
15Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7660490
- Firm CRD
- 174809