William Hardwick
Hardwick Capital Management · Shelbyville, Indiana
William Hardwick is a fee-only financial advisor at Hardwick Capital Management in Shelbyville, Indiana. William focuses on small business owners. Hardwick Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Hardwick Capital Management |
|---|---|
| Based in | Shelbyville, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $19.4M across 167 accounts |
| SEC registration | Investment adviser representative in IN, SC · CRD 2955712 |
| Exams passed | Series 63 (1997) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.hardwickinvestments.com |
| Profile |
How William's firm compares
- Hardwick Capital Management's average account is about $116,000, from its Form ADV (assets managed divided by 167 accounts).
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Questions about William
Is William Hardwick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Hardwick Capital Management 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, Hardwick Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is William Hardwick based?
William Hardwick is based in Shelbyville, Indiana.
What does William specialize in?
William's specialties include small business owners.
Is William Hardwick registered with the SEC?
Yes. William Hardwick is registered as an investment adviser representative in IN and SC (CRD 2955712), 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 Hardwick Capital Management manage?
Hardwick Capital Management reports $19.4M across 167 accounts in assets under management.
How do I contact William Hardwick?
Through William's website, www.hardwickinvestments.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
- Hardwick Capital Management 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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