Advisor at Smith Shellnut Wilson
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Smith Shellnut Wilson
Location
Gurley, AL
Credentials
CFA®, Series 63
Industry experience
26 years
David Williams is a CFA® charterholder and holds a Series 63 license with 26 years of industry experience. He is a Director and Portfolio Manager at Smith Shellnut Wilson and has previously worked at Suntrust Robinson Humphrey, Inc. Outside of his advisory role, Williams is involved in timberland and agricultural investments through partnerships in American Timber and Agriculture, LLC and Yazoo Harris Timber LLC. Smith Shellnut Wilson serves individuals, high-net-worth clients, and institutional clients, including retirement plans and municipalities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, utilizing a customized investment approach based on fundamental, technical, and cyclical analysis.
Based on Smith Shellnut Wilson
Based on Smith Shellnut Wilson
Fixed-dollar fees individually negotiated for financial planning and consulting services.
$0 - $1,000,000: 1.5% $1,000,001 - $4,000,000: 1.25% $4,000,001+: 1.0%
$200 per hour for financial planning and consulting services if services are terminated after initial five-day period.
Account minimum: $1,000,000 Minimum fee: SSW may impose a minimum annual fee for some clients at its discretion. Fee-only: Investment advisory services on a fee-only basis; fees are negotiable and based on assets under management or fixed fees.
Gurley, AL
Alabama · Mississippi · Texas
B1Capital INC
2019 - Present (7 years)
Smith Shellnut Wilson
2019 - Present (7 years)
Suntrust Robinson Humphrey, Inc.
2012 - 2019 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®, Series 63
Huntsville, AL
KG Consulting Group, Inc.
Series 65
Huntsville, AL
Tennessee Valley Investment Management
CFA®, Series 63
Hampton Cove, AL
Brol Capital Management, LLC
Series 66
Huntsville, AL
Providence Wealth Advisors, LLC
CFP®
Huntsville, AL
Womack & Associates, LLC
Series 63, Series 65
Huntsville, AL
Franklin Street Capital LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")