William Blanton
Tannin Capital · Raliegh, North Carolina
William Blanton is a fee-only financial advisor at Tannin Capital in Raliegh, North Carolina. Tannin Capital reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Tannin Capital |
|---|---|
| Based in | Raliegh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $824.9M across 532 accounts |
| SEC registration | Investment adviser representative in NC · CRD 1073142 |
| Exams passed | Series 63 (1985) · Series 65 (1991) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.tannin.com |
How William's firm compares
- Tannin Capital's average account is about $1.6 million, from its Form ADV (assets managed divided by 532 accounts).
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Questions about William
Is William Blanton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Tannin Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Tannin Capital, reports charging a percentage of assets on its SEC Form ADV.
Where is William Blanton based?
William Blanton is based in Raliegh, North Carolina.
Is William Blanton registered with the SEC?
Yes. William Blanton is registered as an investment adviser representative in NC (CRD 1073142), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Tannin Capital manage?
Tannin Capital reports $824.9M across 532 accounts in assets under management.
How do I contact William Blanton?
Through William's website, www.tannin.com.
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
- 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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