William H. Beecher

SOUTHSTATE ADVISORY

Daniel Island, SC 29492

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CRD#: 4246799

Professional summary

William Harold Beecher JR, who also goes by Will Beecher, William H Beecher Jr, is a registered financial advisor currently at SOUTHSTATE ADVISORY, INC. located in Daniel Island, South Carolina and SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC located in Daniel Island, South Carolina.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. William has worked at 3 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Will Beecher | William H Beecher Jr

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 Harold Beecher JR'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

April 7, 2021 - Present

SOUTHSTATE ADVISORY, INC.

Office #1: 8991 Island Park Drive Suite 101, Daniel Island, SC 29492

RIA

CRD#: 153113

Daniel Island, SC

Current

January 4, 2026 - Present

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

Office #1: 8991 Island Park Drive Suite 101, Daniel Island, SC 29492

RIA

CRD#: 165306

Daniel Island, SC

Past

February 22, 2001 - March 20, 2001

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

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".

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

CRD#: 165306 / SEC#: 801-77650

RIA

Registered Investment Advisory firm - (2/28/2013 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

South Carolina
(4/7/2021)

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

General Industry/Product Exam

Series 7

Date: 2/21/2001

General Securities Representative Examination

Current Firm

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

CRD#: 165306 / SEC#: 801-77650

RIA

Registered Investment Advisory firm - (2/28/2013 Approved)

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Contact information

Main Address

520 Gervais Street, Columbia, SC 29201

Mailing Address

Phone number

(803) 231-3492

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV BROCHURE 2026- ANNUAL (1/30/2026)

Regulatory assets under management

Total Number of Accounts	1,583
AUM (Assets Under Management)	$ 4,956,973,083

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/29/2025	Cover Page	Report
12/26/2024	Cover Page	Report
01/29/2024	Cover Page	Report
06/22/2023	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. Beecher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Harold Beecher JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOUTHSTATE ADVISORY, INC.

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

OSAIC FA, INC.

Primary Firm SEC Registration

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 7

Date: 2/21/2001

Current Firm

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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