William Marcham
Astute Financial · Rapid City, South Dakota
William Marcham is a fee-only financial advisor at Astute Financial in Rapid City, South Dakota. Astute Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Astute Financial |
|---|---|
| Based in | Rapid City, South Dakota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $81.6M across 53 accounts |
| SEC registration | Investment adviser representative in ID, SD · CRD 8154215 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
How William's firm compares
- Astute Financial's average account is about $1.5 million, from its Form ADV (assets managed divided by 53 accounts).
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Questions about William
Is William Marcham a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Astute Financial 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, Astute Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is William Marcham based?
William Marcham is based in Rapid City, South Dakota.
Is William Marcham registered with the SEC?
Yes. William Marcham is registered as an investment adviser representative in ID and SD (CRD 8154215), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Astute Financial manage?
Astute Financial reports $81.6M across 53 accounts in assets under management.
How do I contact William Marcham?
Contact details aren't on file yet. Search for Astute Financial.
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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