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 Robinson Wagner

Texas Capital Bank Private Wealth Advisorsindependent RIADallas, Tx IA-onlyIAPD 6101315

Feed of 09/15/2026

Also filed as Rob Wagner

At current firm

3 y

since Dec 6, 2022

In the industry

14 y

since Jul 1, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Texas Capital Bank Private Wealth Advisors independent RIA current
since Dec 6, 2022 · Dallas, Tx
Hightower Private Client former
Aug 11, 2017 to Jul 26, 2018 · Houston, Tx
Salient Advisors, L.P. asset manager
May 13, 2013 to Nov 18, 2022 · Dallas, Tx
Cypress Creek Partners asset manager
May 13, 2013 to Mar 1, 2021 · Austin, Tx
Integrity Capital, LLC former
May 13, 2013 to Oct 27, 2015 · Houston, Tx
Salient Capital Advisors, LLC former
Sep 25, 2012 to Nov 18, 2022 · Houston, Tx

Moves

a registration end followed by a registration begin elsewhere

Salient Advisors, L.P. to Hightower Private Client
left Nov 18, 2022, registered Aug 11, 2017 (-1925 days) · Other · moved with a team
Salient Capital Advisors, LLC to Integrity Capital, LLC
left Nov 18, 2022, registered May 13, 2013 (-3476 days) · Other
Cypress Creek Partners to Salient Advisors, L.P.
left Mar 1, 2021, registered May 13, 2013 (-2849 days) · Other · moved with a team
Hightower Private Client to Texas Capital Bank Private Wealth Advisors
left Jul 26, 2018, registered Dec 6, 2022 (1594 days) · RIA to RIA
Integrity Capital, LLC to Cypress Creek Partners
left Oct 27, 2015, registered May 13, 2013 (-897 days) · Other · moved with a team

Signals

William Robinson Wagner left Salient Advisors, L.P. for Hightower Private Client (registered 2017-08-11)
Nov 18, 2022 · Advisor changed firm · fact
William Robinson Wagner left Salient Capital Advisors, Llc for Integrity Capital, Llc (registered 2013-05-13)
Nov 18, 2022 · Advisor changed firm · fact

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: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address