Advisor at Fiduciary Capital, Inc.
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
Fiduciary Capital, Inc.
Location
Gainesville, GA 30501
Credentials
Series 65
Industry experience
3 years
William South is a Series 65 licensed financial advisor with Fiduciary Capital, Inc. in Gainesville, GA, where he has worked since 2023. He has two years of industry experience and previously worked at Richlife Advisors, LLC, as well as in roles outside finance including Screaming Eagle Aerial Adventures and university positions. Fiduciary Capital, Inc. provides investment advisory services to individuals, including high-net-worth clients, through discretionary portfolio management, financial planning, and consulting. The firm employs an actively managed, long-term investment approach based on fundamental analysis and tailors strategies through one-on-one interviews.
Based on Fiduciary Capital, Inc.
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001+: 0.85%
Insurance commissions from sales of insurance products through affiliated insurance agency
Account minimum: $250,000 Fee-only: Financial planning fees generally from $1,200 to $7,500 per engagement; estate planning coordination fee $750 to $2,000; social security optimization fee $497 (may be waived)
351 Jesse Jewell Pkwy Sw, Suite 301
Gainesville, GA 30501
Georgia · Texas
Fiduciary Capital, Inc.
2023 - Present (3 years)
Richlife Advisors, LLC
2022 - Present (4 years)
Richlife Advisors, LLC
2021 - 2022 (1 year)
Screaming Eagle Aerial Adventures
2019 - 2021 (2 years)
Pizza hut
2018 - 2019 (1 year)
University Of North Georgia
2018 - 2022 (4 years)
Nike
2018 - 2018 (1 year)
Truett McConnell University
2017 - 2018 (1 year)
Nike
2017 - 2017 (1 year)
HIgh School
2013 - 2017 (4 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Series 65
Gainesville, GA
Comprehensive Financial Planning Inc
CFP®, Series 63, Series 66
Gainesville, GA
Larsen Wealth Management, LLC
CFP®, Series 63, Series 65
Gainesville, GA
Blossom Balance LLC
Series 63, Series 66
Gainesville, GA
W.A. Griffin Financial Services Inc.
Series 63, Series 66
Dawsonville, GA
ReliaStar Capital Management, Inc.
CFP®
Dawsonville, GA
Michael L. Ball, CPA, 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")