William Coleman
Olive Branch Capital · Olive Branch, Mississippi
William Coleman is a fee-only financial advisor at Olive Branch Capital in Olive Branch, Mississippi. Olive Branch Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to William →
Facts
| Firm | Olive Branch Capital |
|---|---|
| Based in | Olive Branch, Mississippi |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $140.2M across 305 accounts |
| SEC registration | Investment adviser representative in LA, MS, TN, TX · CRD 1387778 |
| Exams passed | Series 63 (1985) · Series 65 (1999) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.obcap.net |
| Profile |
How William's firm compares
- Olive Branch Capital's average account is about $460,000, from its Form ADV (assets managed divided by 305 accounts).
Request an introduction to William
Tell William a little about what you're looking for. William isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about William
Is William Coleman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Olive Branch 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, Olive Branch Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Coleman based?
William Coleman is based in Olive Branch, Mississippi.
Is William Coleman registered with the SEC?
Yes. William Coleman is registered as an investment adviser representative in LA, MS, TN and TX (CRD 1387778), 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 Olive Branch Capital manage?
Olive Branch Capital reports $140.2M across 305 accounts in assets under management.
How do I contact William Coleman?
Through William's website, www.obcap.net.
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.
See something wrong? Request a correction. Read our methodology.