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William Carlton Shepherd

Choreo, LLC

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About William Carlton Shepherd

William Carlton Shepherd is a registered investment advisor with Choreo, LLC, based in Richmond, Virginia. William has been in the industry since 2013 and is currently registered with the state of Virginia. William has a Series 65 license and has experience working with various client types, including individuals, corporations, insurance companies, charitable organizations, and pension plans. William provides advisory services including investment review and reporting of non-managed assets and retirement plan services to plans, financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. William is also a part of the Choreo, LLC team in Rockford, Illinois.

Firm Information

William Shepherd is currently registered with Choreo, LLC. Choreo, LLC is an investment advisor based in Rockford, IL, with 12 licensed agents, 6 registered representatives, and 129 investment advisory functions. The firm manages approximately $16 billion in assets for a variety of clients including high-net-worth individuals, corporations, charitable organizations, and pension plans. They offer a range of advisory services including financial planning, portfolio management, retirement plan services, and selection of other advisors.
Choreo, LLC

6735 VISTAGREEN WAY

ROCKFORD, IL 61107

$16.03B

Assets Under Management

659

Total Clients

125

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory services including investment review and reporting of non-managed assets and retirement plan services to plans

Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Shepherd’s Registration & Firm History

VA

01/26/2023 - Present

Choreo, LLC (RICHMOND VA)

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Licenses & Designations

IA

Issued 01/31/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Carlton Shepherd.
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