William Robinson Wagner

Employer firm

Texas Capital Bank Private Wealth Advisors CRD 298422

$4.19B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → 11/2022
  Salient Partners, L.P.
  Houston, TX
• 07/2012 → 11/2022
  Salient Capital Advisors, Llc
  Houston, TX
• 07/2012 → 03/2021
  Endowment Advisers, L.P.
  Houston, TX
• 07/2012 → 11/2022
  Salient Advisors, L.P.
  Houston, TX
• 08/2017 → 07/2018
  Salient Private Client, Llc
  Houston, TX
• 11/2022 → Present
  Texas Capital Bank Private Wealth Advisors
  Houston, TX
• 11/2022 → Present
  Texas Capital Bank
  Houston, TX

Previous Registrations

• 2013-05-13 → 2022-11-18
  Salient Advisors, L.P.
  Dallas, TX
• 2012-09-25 → 2022-11-18
  Salient Capital Advisors, Llc
  Houston, TX
• 2013-05-13 → 2021-03-01
  Cypress Creek Partners
  Austin, TX
• 2017-08-11 → 2018-07-26
  Hightower Private Client
  Houston, TX
• 2013-05-13 → 2015-10-27
  Integrity Capital, Llc
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-09-24

Other Names

• Rob Wagner