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RIA / WealthAdvisorCertified Financial Planner26 years in industry

WILLIAM PATRICK FAIR

Advisor at AP WEALTH MANAGEMENT

AUGUSTA, GA

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Search this name across graphsid dfx:ria:cc48cd34-d2e9-38fa-981b-674f93b0b602

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 25, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: AP WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 19, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Sep 19, 2000
First registration: Jul 25, 2002
Dual registered: no
IAPD individual key: 4243098

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
AP WEALTH MANAGEMENT	Independent wealth	Mar 17, 2011	n/a	yes	AUGUSTA, GA	Current employment
AUGUSTA CAPITAL INVESTORS, LLC	Former SEC adviser	Mar 25, 2014	Mar 19, 2019	no	AUGUSTA, GA	Previous registration
AUGUSTA CAPITAL MANAGEMENT, LLC	Former SEC adviser	Mar 25, 2014	Aug 6, 2018	no	AUGUSTA, GA	Previous registration
FIRST CITIZENS ASSET MANAGEMENT, INC	Bd affiliated wealth	Mar 11, 2009	Jul 23, 2010	no	RALEIGH, NC	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jun 24, 2005	Jan 21, 2009	no	AUGUSTA, GA\|NORTH AUGUSTA, SC\|NORTH AUGUSTA, SC\|AUGUSTA, GA\|ATLANTA, GA\|AUGUSTA, GA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jul 25, 2002	Jun 23, 2005	no	AIKEN, SC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AUGUSTA CAPITAL INVESTORS, LLC	n/a	Mar 19, 2019	n/a	n/a	Departure no registered destination	Departure
AUGUSTA CAPITAL MANAGEMENT, LLC	AUGUSTA CAPITAL INVESTORS, LLC	Aug 6, 2018	Mar 25, 2014	-1,595	Firm change after gap	Other
FIRST CITIZENS ASSET MANAGEMENT, INC	AP WEALTH MANAGEMENT	Jul 23, 2010	Mar 17, 2011	237	Firm change	Other
WELLS FARGO ADVISORS	FIRST CITIZENS ASSET MANAGEMENT, INC	Jan 21, 2009	Mar 11, 2009	49	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	WELLS FARGO ADVISORS	Jun 23, 2005	Jun 24, 2005	1	Firm change	Other

Relationships

Registered with (6)

→ AP WEALTH MANAGEMENTRegistered adviserregistration: current employment
Mar 17, 2011 to presentfactForm ADV
→ AUGUSTA CAPITAL INVESTORS, LLCRegistered adviserregistration: previous registration
Mar 25, 2014 to Mar 19, 2019factForm ADV
→ AUGUSTA CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 25, 2014 to Aug 6, 2018factForm ADV
→ FIRST CITIZENS ASSET MANAGEMENT, INCRegistered adviserregistration: previous registration
Mar 11, 2009 to Jul 23, 2010factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jun 24, 2005 to Jan 21, 2009factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jul 25, 2002 to Jun 23, 2005factForm ADV

Dated events

No dated event names this entity yet.