WILLIAM ROANE SKEETERS, INC.

Overview

William Roane Skeeters, Inc. is a small, corporate wealth-advice firm that serves individual and family clients. The firm operates as both a registered representative of a broker-dealer and an insurance broker, and its filings indicate an affiliation with an insurance company. Fee arrangements include a percentage-of-AUM component alongside other fee types. Filings classify the adviser as unclassified rather than as a multi-state or pension consultant adviser, and the firm does not identify itself as an active ESG investor or a capital allocator. Portfolio-level disclosures point to an equity-oriented preference, with the largest reported exposure in non-exchange-traded equities. No SEC registration year is provided in the available summary.

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Public Holdings

Investments & Alternatives

Location & Offices