William R. Wagner

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

Houston, TX 77056

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CRD#: 6101315

Professional summary

William Robinson Wagner, who also goes by Rob Wagner, is a registered financial advisor currently at TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS located in Houston, Texas.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. William has worked at 6 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rob Wagner

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) DREIZEHN; NOT INVESTMENT-RELATED; 4420 CYPRESS CREEK PKWY, SUITE 100, HOUSTON, TX, 77068; INDOOR GOLF RANGE; CO-FOUNDER; 10/1/2019; 21-40 HRS/MONTH DURING NON-BUSINESS HOURS; MANAGE COMPANY OPERATIONS 2) THE KINKAID SCHOOL; NOT INVESTMENT-RELATED; 201 KINKAID SCHOOL DRIVE, HOUSTON, TX, 77024; PRIVATE SCHOOL; ASSISTANT COACH; 11/30/2020; 1-5 HRS/MONTH DURING NON-BUSINESS HOURS; COACH JV AND VARSITY TEAMS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Robinson Wagner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 6, 2022 - Present

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

Office #1: 1330 Post Oak Blvd, Suite 1500, Houston, TX 77056

RIA

CRD#: 298422

Houston, TX

Past

August 11, 2017 - July 26, 2018

HIGHTOWER PRIVATE CLIENT

RIA

CRD#: 288687

HOUSTON, TX

Past

May 13, 2013 - October 27, 2015

INTEGRITY CAPITAL, LLC

RIA

CRD#: 151719

HOUSTON, TX

Past

May 13, 2013 - March 1, 2021

CYPRESS CREEK PARTNERS

RIA

CRD#: 129346

HOUSTON, TX

Past

May 13, 2013 - November 18, 2022

SALIENT ADVISORS, L.P.

RIA

CRD#: 122833

HOUSTON, TX

Past

September 25, 2012 - November 18, 2022

SALIENT CAPITAL ADVISORS, LLC

RIA

CRD#: 153914

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS | TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.

CRD#: 298422 / SEC#: 801-114364

RIA

Registered Investment Advisory firm - (11/29/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(12/6/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/24/2012

Uniform Investment Adviser Law Examination

Current Firm

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS | TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.

CRD#: 298422 / SEC#: 801-114364

RIA

Registered Investment Advisory firm - (11/29/2018 Approved)

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Contact information

Main Address

2000 Mckinney Avenue Suite 1800, Dallas, TX 75201

Mailing Address

Phone number

(214) 210-3092

Established

Firm type

Fiscal year end

# of Employees

101

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (10/17/2025)

TEXAS CAPITAL PRIVATE WEALTH ADVISORS WRAP BROCHURE (5/26/2025)

Regulatory assets under management

Total Number of Accounts	1,982
AUM (Assets Under Management)	$ 3,471,701,060

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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William R. Wagner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Robinson Wagner's CRS (Customer Relationship Summary).

Certified licenses

Experience

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

HIGHTOWER PRIVATE CLIENT

INTEGRITY CAPITAL, LLC

CYPRESS CREEK PARTNERS

SALIENT ADVISORS, L.P.

SALIENT CAPITAL ADVISORS, LLC

Primary Firm SEC Registration

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 9/24/2012

Current Firm

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

TRUST BUT VERIFY

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