William B. Evans

ASSET ADVISORS

Augusta, GA 30909-5635

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CRD#: 7487817

Professional summary

William Bennett Evans is a registered financial advisor currently at ASSET ADVISORS located in Augusta, Georgia.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. William has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Bennett Evans'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

May 18, 2023 - Present

ASSET ADVISORS

Office #1: 2814-a Hillcreek Drive, Augusta, GA 30909-5635

RIA

CRD#: 297305

Augusta, GA

Past

January 12, 2022 - April 3, 2023

CALVARY WEALTH, LLC

RIA

CRD#: 131478

AUGUSTA, GA

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".

ASSET ADVISORS

ASSET ADVISORS | ASSET ADVISORS INVESTMENT MANAGEMENT, LLC

CRD#: 297305 / SEC#: 801-113477

RIA

Registered Investment Advisory firm - (6/25/2018 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

Georgia
(5/18/2023)

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

Current Firm

ASSET ADVISORS

ASSET ADVISORS | ASSET ADVISORS INVESTMENT MANAGEMENT, LLC

CRD#: 297305 / SEC#: 801-113477

RIA

Registered Investment Advisory firm - (6/25/2018 Approved)

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Contact information

Main Address

2814-a Hillcreek Drive, Augusta, GA 30909-5635

Mailing Address

Phone number

(706) 650-9900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ASSET ADVISORS INVESTMENT MANAGEMENT, LLC PART 2A (11/14/2025)

Regulatory assets under management

Total Number of Accounts	1,192
AUM (Assets Under Management)	$ 1,300,476,408

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2024	Cover Page	Report
01/08/2024	Cover Page	Report
01/04/2023	Cover Page	Report

Red Flags

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Firm Stability Insights

William B. Evans

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Bennett Evans's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASSET ADVISORS

CALVARY WEALTH, LLC

Primary Firm SEC Registration

ASSET ADVISORS

State Registrations and Notice Filings

Exams

Current Firm

ASSET ADVISORS

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ASSET ADVISORS

TRUST BUT VERIFY

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