Charles Williams
Partners Capital · Franklin, Tennessee
Charles Williams is a fee-only financial advisor at Partners Capital in Franklin, Tennessee, who holds the CFP credential. Partners Capital reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Who they serve
- Ultra high net worth
Facts
| Firm | Partners Capital |
|---|---|
| Based in | Franklin, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Accepting new clients | Yes |
| Assets under management | $40.3M across 42 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 6453115 |
| Exams passed | Series 63 (2015) · Series 66 (2015) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.partnerscapital.llc |
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Questions about Charles
Is Charles Williams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Partners Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Partners Capital, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Charles Williams based?
Charles Williams is based in Franklin, Tennessee.
What credentials does Charles Williams hold?
Charles Williams holds the CFP credential.
Is Charles Williams registered with the SEC?
Yes. Charles Williams is registered as an investment adviser representative in FL (CRD 6453115), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Partners Capital manage?
Partners Capital reports $40.3M across 42 accounts in assets under management.
How do I contact Charles Williams?
Through Charles's website, www.partnerscapital.llc.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Partners Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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