WB
WB

William Britain

13 Years of Experience
Dallas, TX

William Britain is a registered investment advisor at Petrocap, LLC, based in Dallas, TX, with 13 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Real Estate Investing. Their firm serves 6 clients with $810M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$807.5M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5950 Berkshire Lane, Suite 1200, Dallas, TX, 75225

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

William is the sole member of Okavango LLC, a personal LLC used to hold investments, since 2008. He spends minimal time on this activity, primarily for annual filing requirements.

Employment History
Current Registrations
Petrocap, LLC
March 2014 - Present · 12 yrs 2 mos
Previous Registrations
Falcon E & P Opportunities GP, LLC
March 2012 - December 2016 · 4 yrs 9 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
William Britain - Financial Advisor | TrueAdvisor