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William Matthew Stamper

Advisor at Sollinda Capital Management LLC — Guyton, GA

Updated today

Credentials

Series 66

Experience

1 year

Location

Guyton, GA 31312

Sollinda Capital Management LLC logo

Sollinda Capital Management LLC

Team

Total advisors

16

Across 11 offices

Clients per advisor

107 Very High

Avg AUM per client

$290,356 Very Low

HNW client ratio

9% Very Low

About

William Stamper is a financial advisor at Sollinda Capital Management LLC with one year of industry experience. He holds a Series 66 designation and has worked at Saxony Securities and Legacy Financial Partners. Outside of finance, he works as a bartender at Hawthorn Bar and Lounge. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement/profit-sharing plans, also offering sub-advisory services to other registered investment advisers. The firm employs both systematic, rules-based and discretionary strategies, combining quantitative, technical, fundamental, charting, and cyclical analysis.

Client services

Based on Sollinda Capital Management LLC

Financial planning Portfolio management

Expertise

Based on Sollinda Capital Management LLC

Passive / index investing Active portfolio management Tax-loss harvesting Annuities

Occupation focus

Based on Sollinda Capital Management LLC

Founder/Business Owner

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Fee options

Percentage

Up to 2.25% annually combined (Advisory Fee, Strategy Fee, and Administration Fee) - negotiable and final fee agreed in client agreement

Commissions

Commission-based compensation is received by some IARs when acting as registered representatives of broker-dealers or as insurance agents, including commissions on fixed insurance products and securities transactions, separate from advisory fees.

Performance-based

Performance fees of 2% management fee plus 20% performance fee on returns for SCM Private Fund co-investments.

Location

See office

Guyton, GA

278 Harley Rd

Guyton GA 31312

Advisors at this office

1

Most active in

Georgia

Work history

1 year of industry experience

Sollinda Capital Management LLC

2025 - Present • 1 year

Miami, FL

Saxony Securities

2025 - Present • 1 year

St. Louis, MO

Hawthorn Bar and Lounge

2025 - Present • 1 year

Savannah, GA

Legacy Financial Partners

2025 - Present • 1 year

Savannah, GA

Self Employed

2025 - 2025 • 1 year

Savannah, GA

Georgia Southern University

2022 - 2024 • 2 years

Statesboro, GA

Cutters Point Coffee

2022 - 2022 • 1 year

Savannah, GA

Boat Butlers

2021 - 2022 • 1 year

Bourne, MA

Massachusetts Maritime Academy

2019 - 2021 • 2 years

Buzzards Bay, MA

YMCA of Coastal Georgia

2016 - 2019 • 3 years

Savannah, GA

Disclosures

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

Business activities & affiliations

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John M

Series 63, Series 65

Savannah, GA

Upland Capital Management, LLC

John McVeigh is the sole advisor at Upland Capital Management, LLC, an independent firm based in Savannah, GA. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, having been with Upland Capital since its founding in 1995. Upland Capital provides discretionary portfolio management and project-based investment consulting to a select group of individual and institutional clients, including pensions, trusts, estates, charitable organizations, and corporations. The firm follows a disciplined, absolute-return oriented process guided by a written Investment Policy Statement, with an emphasis on income and structured fixed-income analysis informed by extensive institutional experience.

Wealth management
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William C

Series 63, Series 65

Savannah, GA

Tidewater Wealth Advisors

William Chisholm Jr. is the sole advisor at Tidewater Wealth Advisors in Savannah, GA, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has led Tidewater Wealth Advisors since 2010 and has been associated with Tidewater Investors LLC since 2009. Tidewater Wealth Advisors is an independent investment adviser serving a select group of individual, trust, estate, and small-business clients with discretionary portfolio management. The firm employs a strategic asset allocation approach that combines fundamental and technical analysis and offers access to third-party model portfolios incorporating institutional funds and alternative holdings. Tidewater integrates traditional and complex investment strategies while maintaining a boutique, streamlined operational model and limited custody.

Wealth management Passive / index investing Private / alternative investments Concentrated stock management
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Brett L

Series 65

Savannah, GA

Constant CashFlow, LLC

Brett Lewis is a financial advisor at Constant CashFlow, LLC in Savannah, GA, holding a Series 65 credential with one year of industry experience. Prior to founding Constant CashFlow, he worked at Mohawk Industries for 14 years. He is also licensed to sell insurance. Constant CashFlow, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages approximately $1.2 million in assets across about 25 accounts and uses a combination of charting, fundamental, quantitative, and technical analysis to guide investment decisions.

General retirement planning College savings (529s, UTMA, etc.) Life insurance needs analysis Annuities
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Andrew V

CFA®, Series 63

Savannah, GA

VDB Wealth

Andrew Vandenberg is a CFA® charterholder and Series 63 licensee based in Savannah, GA, with one year of experience in the financial advisory industry. He founded VDB Wealth LLC in 2025 after prior roles at Submittable, WeHero, Kingfish Group, and Ocean Road Advisors. VDB Wealth LLC is a small, independent advisory firm serving individuals, high-net-worth clients, and charitable organizations with portfolio management and financial planning. The firm employs fundamental analysis and modern portfolio theory to create tailored portfolios and uses a range of investment strategies, including venture capital/private placements and uncovered options.

Options & derivatives strategies Real estate investing
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John S

CFA®, Series 65

Savannah, GA

First City Capital Management Inc

John Skeadas III is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has been with First City Capital Management Inc since 2018, after working briefly at the University of Georgia. First City Capital Management provides discretionary investment management to individuals, high net worth clients, pension and profit-sharing plans, charitable organizations, foundations, trusts, estates, and corporations. The firm focuses on balanced portfolio management using a growth-at-a-reasonable-price equity selection method and a value-oriented fixed income approach, tailoring allocations to clients’ tax situations, risk profiles, and investing experience.

Wealth management Active portfolio management
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Edmund C

Series 63, Series 65

Savannah, GA

First City Capital Management Inc

Edmund Curlee is a financial advisor at First City Capital Management Inc with 23 years of industry experience. He has been with the firm since 1992 and holds Series 63 and Series 65 designations. Curlee also acts as a trustee individually for certain clients and charitable organizations. First City Capital Management provides discretionary portfolio management and related fiduciary services to individuals, high-net-worth clients, pension plans, charitable organizations, and other entities. The firm employs a balanced portfolio approach with tailored asset allocation and focuses on growth-at-a-reasonable-price equity selection and value-oriented fixed-income management.

Wealth management Active portfolio management
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