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Benjamin Graham Williams

Advisor at Verus Capital Partners, LLC — Madison, AL

Updated today

Credentials

Series 66

Experience

1 year

Location

Madison, AL 35758

Verus Capital Partners, LLC logo

Verus Capital Partners, LLC

Multi-team

Total advisors

47

Across 30 offices

Clients per advisor

108 Very High

Avg AUM per client

$408,170 Low

HNW client ratio

8% Low

About

Benjamin Williams is a financial advisor with Verus Capital Partners, LLC, holding a Series 66 license and one year of industry experience. Prior to joining Verus Capital Partners in 2025, he was affiliated briefly with LPL Financial and LifeCourse Capital, Inc., among others. Outside of advising, he works as a Medicare insurance agent. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm uses a combination of fundamental and technical analysis to construct customized portfolios and employs tactical adjustments and selective hedging tailored to clients’ specific time horizons, risk tolerances, and tax situations.

Client services

Based on Verus Capital Partners, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Verus Capital Partners, LLC

Income planning Retirement withdrawal strategies Active portfolio management

Occupation focus

Based on Verus Capital Partners, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees for financial planning up to $5,000; consultation fixed fees $500 to $5,000, negotiable

Percentage

$0 - $1,000,000: 2.50% $1,000,001 - $5,000,000: 1.50% $5,000,001 - $25,000,000: 1.00% $25,000,001+: 0.50%

Commissions

IARs may receive commissions from selling insurance and securities products separately; commissions may offset advisory fees

Project-based

Investment Advisor Representative: $500/hour; Para-planner: $100/hour; Administrative Support: $50/hour

Other

Account minimum: $250,000 Minimum fee: Fixed financial planning fee will not exceed $5,000 Fee-only: Financial planning fees charged as fixed fee (up to $5,000) or hourly rate; consultation fees charged hourly (up to $500/hour) or fixed fee ($500 to $5,000); ongoing consultations charged fixed fee generally not less than $5,000 annually, up to $15,000 annually

Location

See office

Madison, AL

8331 Madison Blvd, Suite 100

Madison AL 35758

Advisors at this office

3

Most active in

Alabama · Texas

Work history

1 year of industry experience

Verus Capital Partners, LLC

2025 - Present • 1 year

Madison, AL

LPL Financial

2025 - Present • 1 year

Madison, AL

LifeCourse Capital, Inc.

2025 - 2025 • 1 year

Madison, AL

Next Financial Group, Inc.

2025 - 2025 • 1 year

Madison, AL

Next Financial Group

2024 - 2025 • 1 year

Madison, AL

Life Course Capital

2024 - 2025 • 1 year

Madison, AL

Unemployed

2023 - 2024 • 1 year

Hampton, VA

Newport News Sheriff Office

2021 - 2023 • 2 years

Newport News, VA

My Gym Hampton Roads

2021 - 2021 • 1 year

Newport News, VA

CONN'S Home Plus

2020 - 2021 • 1 year

Hampton, VA

Mosquito Joe

2020 - 2020 • 1 year

Suffolk, VA

Butler's Home Furnishings

2018 - 2020 • 2 years

Athens, AL

Stars and Strikes

2018 - 2020 • 2 years

Huntsville, AL

ONIN Staffing

2017 - 2018 • 1 year

Madison, AL

Alabama Holistic Health

2016 - 2017 • 1 year

Huntsville, AL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Henry C

CFP®, Series 7, Series 66

Huntsville, AL

Keel Point, LlC

Henry is a CERTIFIED FINANCIAL PLANNER® professional and Wealth Advisor at Keel Point who believes the best financial planning happens through real relationships. He works with pre-retirees, retirees, and young professionals who want to feel confident about where they are headed and why, bringing clarity and purpose to some of life’s most important decisions. With a background in comprehensive financial planning across retirement, tax, insurance, investment, and estate planning, Henry makes complex topics approachable without ever losing sight of the person behind the plan. Before entering financial planning, Henry worked as a broadcast engineer for Auburn Athletics, facilitating more than 300 live broadcasts on ESPN and the SEC Network. He holds a Master of Business Administration and a Bachelor of Arts in Media Studies, both from Auburn University. Outside of work, Henry founded Rocket City Fellowship, a community for young men in Huntsville, and served with Young Life for over a decade, including leadership roles at Frontier Ranch and Auburn High School. He serves on the Auburn University Harbert College of Business Young Alumni Council and is a graduate of Leadership Greater Huntsville Connect Class 27. Originally from Memphis, Tennessee, Henry now lives in Huntsville with his wife Lizzie and their black lab, Sage.

Wealth management General retirement planning General tax planning Multi-generational wealth transfer Life insurance needs analysis Retired Government Employee Doctor or Medical Professional Engineering Professional Retired Approaching retirement Mid-Career Professionals Career Changers HENRY (High Earners, Not Rich Yet)

Drew C

Series 66, Series 7

Huntsville, AL

Keel Point, LlC

Drew Chapman serves as a Senior Wealth Advisor at Keel Point, where he focuses on helping families as well as federal government executives through complex retirement and investment strategies. With over a decade of financial planning experience, Drew brings clarity and confidence to clients navigating TSP, FERS, and CSRS benefits, as well as executive compensation and early retirement offers (VERA/VSIP). He is passionate about helping families align their financial decisions with their personal values, long-term goals, and legacy planning needs. Drew takes a comprehensive and relational approach, integrating retirement planning, tax efficiency, and multi-generational planning to help clients harness wealth to live with peace and purpose. Before joining Keel Point, Drew honed his expertise at both boutique advisory firms and national financial institutions. He holds a degree in Economics and Finance from Auburn University and is a Certified Kingdom Advisor (CKA). Drew is also a trusted resource within the federal employee community, frequently presenting classes on retirement readiness and financial wellness. Outside the office, Drew enjoys time with his wife and daughter, friends, reading, mentoring young professionals, and spending time outdoors—especially on the golf course.

General retirement planning General tax planning Charitable giving & philanthropy Retirement income strategy Private / alternative investments Government Employee Independent Contractor Military & Veterans Founder/Business Owner Retired Approaching retirement Retired Widow/Widower Christian Faith Based Religious/faith focused
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Brian S

CFA®

Huntsville, AL

Capital Stewards, LLC

Brian Seay is a CFA® charterholder and founder of Capital Stewards, LLC, an independent advisory firm based in Huntsville, Alabama. He has four years of industry experience, including prior roles at Truist Bank and Accenture. Capital Stewards provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental analysis, quantitative methods, and modern portfolio theory to manage client portfolios with discretionary trading authority.

Options & derivatives strategies Private / alternative investments Annuities Concentrated stock management
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Paul L

Series 65

Huntsville, AL

Lamont Trading Advisors, Inc.

Paul Lamont is the principal of Lamont Trading Advisors, Inc. in Huntsville, AL, with 20 years of industry experience. He holds a Series 65 designation and has managed his advisory firm since 2005. Prior to founding the firm, he spent eight years at Eureka Cattle Company, Inc. Lamont Trading Advisors provides investment advice, account management, and financial consultation to individuals, corporations, trusts, and pension plans. The firm offers two managed account programs focused on short-term U.S. Treasury bills and actively managed bear market strategies, combining charting, cyclical, fundamental, and technical analysis with discretionary trading authority.

Active portfolio management
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Kenneth C

ChFC®, Series 63

Huntsville, AL

KG Consulting Group, Inc.

Kenneth Cantley is a financial advisor with KG Consulting Group, Inc. in Huntsville, AL. He holds the ChFC® designation and a Series 63 license and has 10 years of industry experience. Prior to founding KG Consulting Group in 2015, he engaged in general insurance sales on an occasional basis. KG Consulting Group, Inc. provides investment advisory and financial planning services to individuals, corporations, and employee benefit plans. The firm manages approximately $10.8 million across about 15 clients, offering portfolio management, financial planning, and pension consulting, including participant enrollment support and educational seminars.

Retirement income strategy Annuities Wealth management
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Erik B

Series 65

Huntsville, AL

LifeFirst Wealth, LLC

Erik Buatte is a financial advisor at LifeFirst Wealth, LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at AI Signal Research, Inc., Astrion, Longview Financial Advisors, Inc., and ERC, Inc. LifeFirst Wealth serves individual clients with financial planning and portfolio management, and offers an employer-facing workplace financial wellness service called the Compass Program. The firm uses a fee-only model, applying modern portfolio theory through a mix of passive and active strategies, and manages accounts on a discretionary basis via a digital institutional custodian platform.

Business sale tax planning Debt management Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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