Investment adviser representative · St. James Investment Company, LLC
William R. Sachs Jr.
CRD 1449126 · Southlake, TX
At a glance
William R. Sachs Jr. is an investment adviser representative with St. James Investment Company, LLC in Southlake, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on William’s SEC record dates to 2002, about 24 years ago.
Current advisory firm
- St. James Investment Company, LLCSince August 2009Southlake, TX · $661M in regulatory assets
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
William’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at St. James Investment Company, LLC
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