William Crull
Sage Capital Advisors · Metairie, Louisiana
William Crull is a fee-only financial advisor at Sage Capital Advisors in Metairie, Louisiana. Sage Capital Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Sage Capital Advisors |
|---|---|
| Based in | Metairie, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $9.5M across 51 accounts |
| SEC registration | Investment adviser representative in LA · CRD 2013409 |
| Exams passed | Series 63 (1991) · Series 65 (1996) · Series 66 (2011) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Profile |
How William's firm compares
- Sage Capital Advisors's average account is about $186,000, from its Form ADV (assets managed divided by 51 accounts).
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Questions about William
Is William Crull a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Sage Capital Advisors 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, Sage Capital Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is William Crull based?
William Crull is based in Metairie, Louisiana.
Is William Crull registered with the SEC?
Yes. William Crull is registered as an investment adviser representative in LA (CRD 2013409), 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 Sage Capital Advisors manage?
Sage Capital Advisors reports $9.5M across 51 accounts in assets under management.
How do I contact William Crull?
Contact details aren't on file yet. Search for Sage Capital Advisors.
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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