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William Hardwick

Advisor at Hardwick Capital Management, LLC

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Hardwick Capital Management, LLC logo

Firm

Hardwick Capital Management, LLC

Location

Pawleys Island, SC 29585

Credentials

Series 65

Industry experience

< 1 year

About

William Hardwick is a financial advisor at Hardwick Capital Management, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining the firm, he worked in educational roles at Clemson University, Montreat College, and several middle and high schools. Hardwick Capital Management, LLC serves individual clients, including high-net-worth individuals, and charitable organizations by providing discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental and technical analysis with an emphasis on asset allocation, managing portfolios on a discretionary basis with at least quarterly reviews.

Client services

Based on Hardwick Capital Management, LLC

Financial planning Portfolio management Consulting

Expertise

Based on Hardwick Capital Management, LLC

General retirement planning General tax planning Cash flow / budgeting Wealth management

Fee options

Percentage

$0 - $1,000,000: 1.25% to 2.00% (Equity & Balanced Portfolios) $1,000,001 - $5,000,000: 1.00% to 1.75% (Equity & Balanced Portfolios) $5,000,001 - $10,000,000: 0.75% to 1.25% (Equity & Balanced Portfolios) $10,000,001+: 0.50% to 1.00% (Equity & Balanced Portfolios) $0 - $1,000,000: 1.00% (Fixed Income Portfolios) $1,000,001 - $5,000,000: 0.75% (Fixed Income Portfolios) $5,000,001 - $10,000,000: 0.50% (Fixed Income Portfolios) $10,000,001+: 0.25% (Fixed Income Portfolios)

Project-based

$150 to $300 per hour for Financial Planning and Consulting Services

Other

Fee-only: Financial Planning and Consulting Services charged hourly at $150 to $300 per hour

Location

9462 Ocean Highway

Pawleys Island, SC 29585

Most active in

Indiana · South Carolina

Work history

Hardwick Capital Management, LLC

2025 - Present (1 year)

Clemson University

2022 - 2025 (3 years)

Montreat College

2021 - 2021 (1 year)

Waccamaw High School

2017 - 2021 (4 years)

Waccamaw Middle School

2016 - 2017 (1 year)

Triton Central Middle School

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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