William Cullen Rogers

Employer firm

Qapital Invest, LLC CRD 283762

$42.1M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 09/2010 → 01/2021
  Ascendant Advisors, Llc
  Houston, TX
• 06/2017 → Present
  Qapital Invest, Llc
  New York, NY
• 02/2021 → 08/2021
  Venturi Private Wealth
  Austin, TX
• 04/2025 → Present
  Wedbush Securities
  Los Angeles, CA

Previous Registrations

• 2025-04-23 → 2026-05-11
  Wedbush Securities Inc.
  New York, NY
• 2021-03-19 → 2021-08-02
  Venturi Private Wealth
  Boise, ID
• 2014-04-26 → 2021-01-07
  Ascendant Advisors, Llc
  Houston, TX

Other Businesses

(1). Qapital Invest, LLC; Investment Related; New York, NY; Finance; Chief Investment Officer; Start 6/2017; Approx: 10 hours weekly and 10 to 15 hours monthly during business hours; Duties: Manage the investment portfolios and general investment related activities of the app. -- (2). Wedbush Fund Advisers, LLC; Investment Related; New York, NY; Finance; Chief Investment Officer; Start 2/2025; Approx: 20 hours weekly and 20 hours monthly during business hours; Duties: Portfolio management and strategy as related to registered investment funds. --

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-04-10

Other Names

• Cullen Rogers