William Bergman
Investment adviser representative at Captrust
11 yearsExperience
1 stateRegistered in
$1.2TFirm assets
23 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 feePerformance-based
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
11 years in the industry.
- CaptrustOct 2025 to now
- Capfinancial Partners, LLC. (captrust)Jul 2025 to now
- Invirtus Wealth PartnersMay 2024 to Aug 2024
- Trinity On the CornerAug 2022 to Jun 2025
- Portico RestaurantJun 2022 to Aug 2023
- University of VirginiaAug 2021 to May 2025
- Rockit SportsSep 2020 to Aug 2021
- Kinloch Golf ClubAug 2020 to Aug 2022
- I9 SportsNov 2017 to Mar 2021
- N/aAug 2015 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 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
- 7943035
- Firm CRD
- 175112