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WH

William C. Haggin

ATLANTA CONSULTING GROUP ADVISORS
Lexington, KY 40507
Some features on this profile are disabled
CRD#: 7662116
WH

Professional summary

William Cabot Potter Haggin, who also goes by Cabot Haggin, William Haggin, is a registered financial advisor currently at ATLANTA CONSULTING GROUP ADVISORS, LLC located in Lexington, Kentucky and KINGSWOOD CAPITAL PARTNERS, LLC located in Lexington, Kentucky.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. William has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Cabot Haggin | William Haggin

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 Cabot Potter Haggin'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 5, 2026 - Present

ATLANTA CONSULTING GROUP ADVISORS, LLC

Office #1: 450 Old Vine Street Suite 310, Lexington, KY 40507
RIA
CRD#: 288169
Lexington, KY
Current

April 28, 2026 - Present

KINGSWOOD CAPITAL PARTNERS, LLC

Office #1: 450 Old Vine Ste 310, Lexington, KY 40507
BD
CRD#: 288898
Lexington, KY
Past

April 18, 2023 - May 4, 2026

SUNBELT SECURITIES, INC.

RIA
CRD#: 42180
Lexington, KY
Past

December 5, 2022 - May 4, 2026

SUNBELT SECURITIES, INC.

BD
CRD#: 42180
Lexington, KY

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
ATLANTA CONSULTING GROUP ADVISORS, LLC
ATLANTA CONSULTING GROUP ADVISORS, LLC | BREWER PRIVATE WEALTH

CRD#: 288169 / SEC#: 801-112054

RIA
Registered Investment Advisory firm - (11/21/2017 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(4/28/2026)
RR
Kentucky
(4/28/2026)
IAR
Kentucky
(5/5/2026)
RR
North Carolina
(4/28/2026)
RR
South Carolina
(4/28/2026)
RR
Tennessee
(4/28/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/14/2023
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/27/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/3/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/16/2022
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm

AC
ATLANTA CONSULTING GROUP ADVISORS, LLC
ATLANTA CONSULTING GROUP ADVISORS, LLC | BREWER PRIVATE WEALTH

CRD#: 288169 / SEC#: 801-112054

RIA
Registered Investment Advisory firm - (11/21/2017 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
5600 Glenridge Drive Ne Suite 230 - East, Atlanta, GA 30342
Mailing Address
Phone number
(888) 317-2810
Established
Firm type
Fiscal year end
# of Employees
24

SEC notice filing (16 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

ATLANTA CONSULTING GROUP ADVISORS, LLC - FORM ADV PART 2A - NOVEMBER 2025 (11/13/2025)

Regulatory assets under management

Total Number of Accounts1,836
AUM (Assets Under Management)$ 13,586,544,360

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

ATLANTA CONSULTING GROUP ADVISORS, LLC

CRD#: 288169Lexington, KY 40507

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