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.
William Walter Cathriner
- Title
- Chief Compliance Officerreportedglobalhou.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Gfs Advisors LLC mixed wealth currentsince Jan 3, 2023 · Houston, Tx
- Banorte Asset Management, Inc. independent RIAMar 18, 2020 to Dec 16, 2022 · Houston, Tx
- Alterna Wealth Management, Inc. independent RIAFeb 17, 2017 to Dec 19, 2019 · Houston, Tx
- Salient Capital Advisors, LLC formerSep 9, 2010 to Oct 31, 2016 · Houston, Tx
- Banorte Asset Management, Inc. to Gfs Advisors LLCleft Dec 16, 2022, registered Jan 3, 2023 (18 days) · RIA to RIA
- Alterna Wealth Management, Inc. to Banorte Asset Management, Inc.left Dec 19, 2019, registered Mar 18, 2020 (90 days) · RIA to RIA
- Salient Capital Advisors, LLC to Alterna Wealth Management, Inc.left Oct 31, 2016, registered Feb 17, 2017 (109 days) · Other
- William Walter Cathriner left Banorte Asset Management, Inc. for Gfs Advisors Llc (registered 2023-01-03)Dec 16, 2022 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address