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RIA / WealthAdvisorChartered Financial Consultant38 years in industry

ROBERT BURR WOLFORD

Advisor at HOLLENCREST CAPITAL MANAGEMENT

NEWPORT BEACH, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a4f77473-dced-917e-1218-8ec8b80761cc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 2
Observed: Apr 1, 2004 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Robert Burr Wolford

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

Robert Burr Wolford

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: HOLLENCREST CAPITAL 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: Mar 18, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 27derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S63
First exam: Mar 18, 1988
First registration: Apr 1, 2004
Dual registered: no
Other names: WOLFIE WOLFORD
IAPD individual key: 1336627

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
HOLLENCREST CAPITAL MANAGEMENT	Independent wealth	May 20, 1999	n/a	yes	NEWPORT BEACH, CA	Current employment
DOUBLE EAGLE PARTNERS	Former SEC adviser	Apr 1, 2004	Jun 18, 2019	no	NEWPORT BEACH, CA	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
DOUBLE EAGLE PARTNERS	n/a	Jun 18, 2019	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ HOLLENCREST CAPITAL MANAGEMENTRegistered adviserregistration: current employment
May 20, 1999 to presentfactForm ADV
→ DOUBLE EAGLE PARTNERSRegistered adviserregistration: previous registration
Apr 1, 2004 to Jun 18, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a4f77473-dced-917e-1218-8ec8b80761cc
First observed: Apr 1, 2004
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ROBERT BURR WOLFORD

Advisor at HOLLENCREST CAPITAL MANAGEMENT

NEWPORT BEACH, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a4f77473-dced-917e-1218-8ec8b80761cc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:13 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

HOLLENCREST CAPITAL MANAGEMENT

Independent wealth

May 20, 1999

n/a

yes

NEWPORT BEACH, CA

Current employment

DOUBLE EAGLE PARTNERS

Former SEC adviser

Apr 1, 2004

Jun 18, 2019

NEWPORT BEACH, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

DOUBLE EAGLE PARTNERS

n/a

Jun 18, 2019

n/a

Departure no registered destination

Departure