William Robinson Wagner
Investment adviser representative at Texas Capital Bank Private Wealth Advisors
14 yearsExperience
1 stateRegistered in
$4.2BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Texas Capital BankNov 2022 to now
- Texas Capital Bank Private Wealth AdvisorsNov 2022 to now
- Salient Private Client, LLCAug 2017 to Jul 2018
- Salient Advisors, L.P.Jul 2012 to Nov 2022
- Salient Capital Advisors, LLCJul 2012 to Nov 2022
- Salient Partners, L.P.Jul 2012 to Nov 2022
- Endowment Advisers, L.P.Jul 2012 to Mar 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (TX).
Texas Capital Bank Private Wealth Advisors
Legal name: Texas Capital Bank Wealth Management Services, Inc.
$4.2BAssets managed
735Clients
55Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6101315
- Firm CRD
- 298422