William J. Dezellem

TIETON CAPITAL MANAGEMENT

YAKIMA, WA 98908

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CRD#: 2408858

Professional summary

William Joseph Dezellem CFA, who also goes by Bill Dezellem, William Joseph Dezellem, William Dezellem, is a registered financial advisor currently at TIETON CAPITAL MANAGEMENT located in Yakima, Washington.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. William has worked at 3 firms and has passed the Series 65 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Dezellem | William Joseph Dezellem | William Dezellem

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Joseph Dezellem CFA's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

June 29, 2005 - Present

TIETON CAPITAL MANAGEMENT

Office #1: 4700 Tieton Drive, Suite C, Yakima, WA 98908

RIA

CRD#: 135769

YAKIMA, WA

Past

July 8, 1999 - June 9, 2005

D.A. DAVIDSON & CO.

RIA

CRD#: 199

GREAT FALLS, MT

Past

February 3, 1998 - June 9, 2005

DAVIDSON INVESTMENT ADVISORS, INC.

RIA

CRD#: 110552

GREAT FALLS, MT

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".

TIETON CAPITAL MANAGEMENT

TIETON CAPITAL MANAGEMENT | TIETON CAPITAL MANAGEMENT, LLC

CRD#: 135769 / SEC#: 801-66657

RIA

Registered Investment Advisory firm - (5/23/2006 Approved)

Texas

Registered Investment Advisory firm - (1/1/2006 Terminated)

Washington

Registered Investment Advisory firm - (6/10/2006 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(1/29/2007)

IAR

Washington
(6/29/2005)

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

IAR

Series 65

Date: 9/17/1993

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 2

Date: 9/19/1995

Non-Member General Securities Examination

Current Firm

TIETON CAPITAL MANAGEMENT

TIETON CAPITAL MANAGEMENT | TIETON CAPITAL MANAGEMENT, LLC

CRD#: 135769 / SEC#: 801-66657

RIA

Registered Investment Advisory firm - (5/23/2006 Approved)

Texas

Registered Investment Advisory firm - (1/1/2006 Terminated)

Washington

Registered Investment Advisory firm - (6/10/2006 Terminated)

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Contact information

Main Address

4700 Tieton Drive, Suite C, Yakima, WA 98908-3480

Mailing Address

Phone number

(509) 965-6488

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

ADV PART 2 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	97
AUM (Assets Under Management)	$ 269,217,733

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 J. Dezellem

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Joseph Dezellem CFA's CRS (Customer Relationship Summary).

Certified licenses

Experience

TIETON CAPITAL MANAGEMENT

D.A. DAVIDSON & CO.

DAVIDSON INVESTMENT ADVISORS, INC.

Primary Firm SEC Registration

TIETON CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 9/17/1993

Series 2

Date: 9/19/1995

Current Firm

TIETON CAPITAL MANAGEMENT

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TIETON CAPITAL MANAGEMENT

TRUST BUT VERIFY

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