William R. Scheel, Investment Adviser

Overview

William R. Scheel operates a single-owner, boutique advisory practice that focuses on portfolio management for individuals, small businesses and business/institutional clients. The adviser runs a small, equity-first program delivered primarily through separately managed account structures. Fees are charged as a percentage of assets under management and on an hourly basis, suggesting flexible engagement models that can accommodate both ongoing portfolio oversight and project-based planning work. The practice does not position itself as an ESG-focused manager or a multi-state adviser, and it is not structured as a capital allocator to other advisory platforms. Investment activity centers on direct equity exposure and liquid, exchange-traded instruments, with supplemental allocations to alternative sectors and insurance-based products when appropriate for client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices