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William R. Singletary

ARCUS CAPITAL PARTNERS
ATLANTA, GA 30305
Some features on this profile are disabled
CRD#: 2431084
WS

Professional summary

William Ross Singletary II, who also goes by William Ross Singletary, is a registered financial advisor currently at ARCUS CAPITAL PARTNERS, LLC located in Atlanta, Georgia.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. William has worked at 5 firms and has passed the Series 66, Series 3 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

William Ross Singletary

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 Ross Singletary II'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

December 15, 2008 - Present

ARCUS CAPITAL PARTNERS, LLC

Office #1: One Buckhead Plaza 3060 Peachtree Road, Suite 1880, Atlanta, GA 30305Office #2: One Independent Drive Independent Sq.- 30th Floor, Jacksonville, FL 32202
RIA
CRD#: 147346
ATLANTA, GA
Past

January 17, 2003 - September 29, 2008

CREDIT SUISSE SECURITIES (USA) LLC

RIA
CRD#: 816
ATLANTA, GA
Past

January 17, 2003 - September 29, 2008

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
ATLANTA, GA
Past

July 26, 2002 - January 17, 2003

PERSHING LLC

RIA
CRD#: 7560
ATLANTA, GA
Past

February 27, 2001 - January 17, 2003

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

September 9, 1998 - March 6, 2001

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

April 24, 1997 - March 21, 1999

AMERICAN GENERAL DISTRIBUTORS, INC.

BD
CRD#: 37449
HOUSTON, TX

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".
AC
ARCUS CAPITAL PARTNERS, LLC
ARCUS CAPITAL MANAGEMENT, LLC | ARCUS CAPITAL PARTNERS, LLC

CRD#: 147346 / SEC#: 801-69325

RIA
Registered Investment Advisory firm - (6/19/2008 Approved)

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
Florida
(5/5/2014)
IAR
Georgia
(12/15/2008)
IAR
Louisiana
(2/18/2009)
IAR
Texas
(1/30/2009)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/16/1998
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 11/5/1998
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 4/24/1995
General Securities Representative Examination

Current Firm

AC
ARCUS CAPITAL PARTNERS, LLC
ARCUS CAPITAL MANAGEMENT, LLC | ARCUS CAPITAL PARTNERS, LLC

CRD#: 147346 / SEC#: 801-69325

RIA
Registered Investment Advisory firm - (6/19/2008 Approved)
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Contact information

Main Address
3060 Peachtree Road N.w. Suite 1880, Atlanta, GA 30305
Mailing Address
3060 Peachtree Road N.w. Suite 1880, Atlanta, GA 30305
Phone number
(404) 949-2111
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (40 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025 ARCUS FORM ADV PART 2 (10/10/2025)
ADV PART 2A - ARCUS FOUNDATION MANAGEMENT DEC 2024 (3/31/2025)

Regulatory assets under management

Total Number of Accounts1,566
AUM (Assets Under Management)$ 2,122,557,796

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.

Company Information

ARCUS CAPITAL PARTNERS, LLC

CRD#: 147346Atlanta, GA 30305

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