William Edward Shaffer
Investment adviser representative at Shaffer Capital
10 yearsExperience
2 statesRegistered in
$211.1MFirm assets
6 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
10 years in the industry.
- Shaffer CapitalJun 2017 to now
- St. Francis Desales High SchoolAug 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Shaffer Capital
Legal name: Shaffer Capital Advisers, LLC
$211.1MAssets managed
201Clients
4Advisers
6 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
- 8025551
- Firm CRD
- 150106