WD
CFA
WD
CFA

William Dewald

29 Years of Experience
San Antonio, TX
Broker

William Dewald is a CFA-designated registered investment advisor at Capital Client Group, INC., based in San Antonio, TX, with 29 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

San Antonio, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Capital Client Group, INC.
November 2025 - Present · 6 mos
Capital Client Group, INC.
November 2025 - Present · 6 mos
Capital Client Group, INC.Broker
November 2025 - Present · 6 mos
Previous Registrations
Franklin Distributors, LLCBroker
July 2021 - October 2025 · 4 yrs 3 mos
Franklin/templeton Distributors, INC.Broker
November 2009 - July 2021 · 11 yrs 8 mos
Franklin Templeton Financial Services CORP.Broker
March 2007 - December 2020 · 13 yrs 9 mos
Templeton/franklin Investment Services,inc.Broker
September 2002 - March 2007 · 4 yrs 6 mos
Franklin/templeton Distributors, INC.Broker
December 1996 - September 2002 · 5 yrs 9 mos
State Registrations28 states
AKALARAZCACOFLGAHIIDKSKYLAMOMSMTNCNMNVOKORPRSCTNTXUTWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.