William Robinson Wagner
Investment Adviser Representative at Texas Capital BANK Private Wealth Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
William Robinson Wagner is an investment adviser representative with Texas Capital BANK Private Wealth Advisors in Houston, TX, where they have been registered since 2022. They have worked in the securities industry since 2012 and have been registered with 6 firms, including Salient Advisors, L.P. and Salient Capital Advisors, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Salient Partners, L.P.Jul 2012 – Nov 2022Houston, TX
- Salient Capital Advisors, LLCJul 2012 – Nov 2022Houston, TX
- Endowment Advisers, L.P.Jul 2012 – Mar 2021Houston, TX
- Salient Advisors, L.P.Jul 2012 – Nov 2022Houston, TX
- Salient Private Client, LLCAug 2017 – Jul 2018Houston, TX
- Texas Capital Bank Private Wealth AdvisorsNov 2022 – no end date reportedHouston, TX
- Texas Capital BankNov 2022 – no end date reportedHouston, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Texas Capital BANK Private Wealth Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $1,000,000 (waivable)
- Estimated blended rate
- 0.0125
- First $1,000,000 (portfolios < $5M)1.25%
- Next $1,000,000 (portfolios < $5M)1.00%
- Remaining balance (portfolios < $5M)0.80%
- First $5,000,000 (portfolios >= $5M)0.80%
+7 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 56
- Offices listed on AdvisorFinder:
- 6
- Main office:
- Dallas, TX
- SEC file number:
- 801-114364
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 16, 2026
View full firm profileOther advisors at Texas Capital BANK Private Wealth Advisors
Showing 12 of 56 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William Robinson Wagner has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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