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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
W•••••• H••• M••••••
- Title
- Wealth Management Advisorreportedcadcapital.comfirm site, Sep 16, 2026
- Designations
- CFPreportedcadcapital.comas printed on the bio page, Sep 17, 2026
- Direct business phone
- 918-935-3450reportedcadcapital.comfirm site, Sep 16, 2026
- Professional profile
- cadcapital.com/our-team/Bill-H.Mildrenreportedcadcapital.comfirm site, Sep 16, 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.
- C••••• C•••••• A•••••••• L•• independent RIA currentsince Jun 20, 2019 · Tulsa, Ok
- B• R•••• W••••• M••••••••• formerDec 17, 2012 to Jun 18, 2019 · Memphis, Tn
- S•••••• M••••• L•• independent RIAJun 16, 2006 to Dec 17, 2012 · Tulsa, Ok
- S•• C•••••• A••••••• L•• institutionalFeb 18, 2004 to Dec 31, 2006 · Tulsa, Ok
- P•••• S•••••• • C•• institutionalJun 13, 2001 to Dec 5, 2003 · Tulsa, Ok
- B• R•••• W••••• M••••••••• to C••••• C•••••• A•••••••• L••left Jun 18, 2019, registered Jun 20, 2019 (2 days) · Affiliated broker-dealer or bank to independent RIA
- S•••••• M••••• L•• to B• R•••• W••••• M•••••••••left Dec 17, 2012, registered Dec 17, 2012 (0 days) · Other
- S•• C•••••• A••••••• L•• to S•••••• M••••• L••left Dec 31, 2006, registered Jun 16, 2006 (-198 days) · corporate re-registration, not a move
- P•••• S•••••• • C•• to S•• C•••••• A••••••• L••left Dec 5, 2003, registered Feb 18, 2004 (75 days) · Other
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
- Independent wealth managerderived
- Years in industry
- 46derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address