DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
William Frank Klepper
Feed of 09/14/2026
Also filed as William F Klepper
At current firm
0 y
since Jan 1, 2026
In the industry
22 y
since Jun 10, 2004 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Genter Capital Management independent RIA currentsince Jan 1, 2026 · Los Angeles, Ca
- Genter Advisors LLC independent RIA currentsince Jan 1, 2026 · Los Angeles, Ca
- Oakwood Capital Management LLC formerJun 10, 2004 to Apr 16, 2008 · Los Angeles, Ca
Moves
a registration end followed by a registration begin elsewhere
- Oakwood Capital Management LLC to Genter Capital Managementleft Apr 16, 2008, registered Jan 1, 2026 (6469 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address