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William Hanson West Jr

CRD# 2380960·Registered 1994 - 2024
Previously Registered: Being a previously registered professional could mean that William is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

William Hanson West JR, who also goes by Hance West, William H. West Jr., William Hance West, was a registered financial advisor. William was a previously registered financial professional and started their career in finance 1994 - 2024. William had worked at 2 firms and has passed the Series 63, Series 65, Series 3 and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Hance West, William H. West Jr., William Hance West

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

33 years registered in the securities industry

Current & Past Employments

Past

INVESTURE, LLCPast·CRD# 130099
RIA
Charlottesville, VA
June 10, 2011 - January 5, 2024
FIRST UNION CAPITAL MARKETS CORP.Past·CRD# 6124
BD
Charlotte, NC
March 22, 1994 - July 19, 1996

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Current Firm

IL
INVESTURE, LLC

INVESTURE, LLC

CRD#: 130099 / SEC#: 801-62689
RIA
Registered Investment Advisory firm - SEC (1/20/2004 Approved)

Contact Information

Main Address

240 W Main Street Suite 500, Charlottesville, VA 22902

Phone Number

(434) 220-0280

# of Employees

51

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INVESTURE FORM ADV PART 2A (3/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

58

AUM (Assets Under Management)

$38,524,231,856

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
10/16/2025Cover PageReport
08/26/2024Cover PageReport
11/02/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

VICE CHAIRMAN OF THE INVESTMENT ADVISORY COMMITTEE FOR THE VIRGINIA RETIREMENT SYSTEM SINCE 12/20/2007. THIS ORGANIZATION HANDLES MANAGEMENT OF THE STATE'S RETIREMENT PROGRAMS. IT IS LOCATED AT 1111 EAST MAIN STREET, RICHMOND VA. THE ACTIVITY INVOLVES ADVISING THE BOARD ON INVESTMENT-RELATED TOPICS DURING THE FOUR QUARTERLY MEETINGS THAT ARE HELD EACH YEAR. THESE MEETINGS OCCUR DURING TRADING HOURS AND EACH LASTS APPROXIMATELY FOUR HOURS. CHAIR OF THE BOARD OF DIRECTORS FOR THE VIRGINIA TECH FOUNDATION, INC. SINCE 10/1/2015. PRESIDES OVER ALL BOARD OF DIRECTORS MEETINGS, SERVES AS CHAIR OF THE EXECUTIVE COMMITTEE AND IS EX-OFFICIO MEMBER OF ALL FOUNDATION COMMITTEES. THE FOUNDATION IS LOCATED AT 902 PRICES FORK ROAD, BLACKSBURG VA. TRUSTEE AND TREASURER FOR THE VIRGINIA CHAPTER OF THE NATURE CONSERVANCY SINCE 01/21/2015. INVOLVES LAND CONSERVATION AND SCIENCE IN THE COMMONWEALTH OF VIRGINIA. THE CONSERVANCY IS LOCATED AT 652 PETER JEFFERSON PKWY, SUITE 190, CHARLOTTESVILLE VA. THE ACTIVITY INVOLVES PARTICIPATION IN 4 MEETINGS PER YEAR FOR APPROXIMATELY 8 HOURS/DAY OVER 1-2 DAYS, AS WELL AS SHORT CALLS TO REVIEW FINANCIAL REPORTING FOR ALL BOARD MEETINGS. THESE MEETINGS TAKE ONE HALF HOUR 4 TIMES PER YEAR. THESE MEETINGS OCCUR DURING TRADING HOURS.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IL
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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1994About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 1993About the Series 65 exam

Series 3 — National Commodity Futures Examination

Passed Oct 2012About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Mar 1994About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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