As a team, Billy Barksdale and Bill Capshaw offer wealth management services for successful individuals, families, corporations, endowments and foundations. They have combined experience in the financial industry of over 45 years. They have weathered a variety of markets and have developed a highly diversified and specialized team to serve client’s needs. They understand risk management involving many facets of their client’s lives.

Billy and Bill offer wealth management services ranging from meeting simple investment needs to helping clients solve complex planning issues. They are investors and financial planners who address the most prominent expected and unexpected life events. As an added service, they provide access to Davenport Asset Management, along with other premier money managers and mutual funds, in addition to custom stock, corporate bond and municipal bond portfolios. In the end, their objective is simple: to help clients achieve their individual goals.


Billy Barksdale is registered with the Financial Industry Regulatory Authority (FINRA) to offer services to clients who reside in Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Minnesota, Mississippi, Missouri, Montana, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, and Wisconsin. Billy is licensed to offer insurance and annuity products to residents in Massachusetts, North Carolina, Tennessee, and Virginia.

Bill Capshaw is registered with the Financial Industry Regulatory Authority (FINRA) to offer securities services to clients who reside in Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kentucky, Maryland, Massachusetts, Minnesota, Mississippi, Missouri, Montana, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, and Wisconsin. Bill is licensed to offer insurance and annuity products to residents in North Carolina and Virginia.