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William Tennyson Sanders

Investment Adviser Representative at TRUE North Advisors, LLC

Kerrville, TXCRD #3235351Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

William Tennyson Sanders is an investment adviser representative with TRUE North Advisors, LLC in Kerrville, TX, where they have been registered since 2024. They have worked in the securities industry since 2013 and have been registered with 4 firms, including Clear ROCK Advisors, LLC and Matterhorn Capital Management, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Texas.

Office

200 Earl Garrett Street, Suite 202
Kerrville, TX 78028

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/22/2015
Series 63
Uniform Securities Agent State Law Examination
Passed 8/11/2010
Series 66
Uniform Combined State Law Examination
Passed 8/24/1999
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/2/2010
Series 7
General Securities Representative Examination
Passed 6/16/1999

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

TRUE North Advisors, LLCCurrent
9/17/2024 – Kerrville, TX
Clear ROCK Advisors, LLC
2/19/2016 – 9/17/2024Kerrville, TX
Matterhorn Capital Management, LLC
4/22/2015 – 12/21/2015San Antonio, TX
Lockwood Advisors Inc
4/9/2002 – 3/2/2004Malvern, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Atlas Efficiency Solutions
    Mar 2009 – Aug 2018Austin, TX
  2. Clear ROCK Advisors, LLC
    Dec 2015 – Sep 2024Austin, TX
  3. TRUE North Advisors, LLC
    Sep 2024 – no end date reportedDallas, TX

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About TRUE North Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Performance-based fees

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
32
Offices listed on AdvisorFinder:
2
Main office:
Dallas, TX
SEC file number:
801-66250

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 16, 2026

View full firm profile

Other advisors at TRUE North Advisors, LLC

Showing 12 of 32 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William Tennyson Sanders has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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William Tennyson Sanders (TRUE North Advisors)