William H. West

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CRD#: 2380960

Professional summary

Being a previously registered professional could mean that this person 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.

William Hanson West JR, who also goes by Hance West, William H. West Jr., William Hance West, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1994. William had worked at 2 firms and has passed the Series 63, Series 65, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Hance West | William H. West Jr. | William Hance West

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary)

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

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

June 10, 2011 - January 5, 2024

INVESTURE, LLC

RIA

CRD#: 130099

CHARLOTTESVILLE, VA

Past

March 22, 1994 - July 19, 1996

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 6124

CHARLOTTE, NC

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".

INVESTURE, LLC

CRD#: 130099 / SEC#: 801-62689

RIA

Registered Investment Advisory firm - (1/20/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

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

State Security Law Exam

Series 63

Date: 8/18/1994

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/24/1993

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 3

Date: 10/31/2012

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 3/9/1994

General Securities Representative Examination

Current Firm

INVESTURE, LLC

CRD#: 130099 / SEC#: 801-62689

RIA

Registered Investment Advisory firm - (1/20/2004 Approved)

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Contact information

Main Address

240 W Main Street Suite 500, Charlottesville, VA 22902

Mailing Address

Phone number

(434) 220-0280

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INVESTURE FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	57
AUM (Assets Under Management)	$ 35,034,326,446

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/16/2025	Cover Page	Report
08/26/2024	Cover Page	Report
11/02/2023	Cover Page	Report
12/14/2022	Cover Page	Report

Red Flags

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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William H. West

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

INVESTURE, LLC

FIRST UNION CAPITAL MARKETS CORP.

Primary Firm SEC Registration

INVESTURE, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/18/1994

Series 65

Date: 8/24/1993

Series 3

Date: 10/31/2012

Series 7

Date: 3/9/1994

Current Firm

INVESTURE, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

INVESTURE, LLC

TRUST BUT VERIFY

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