Waterloo Capital Management

Waterloo Capital Management (CRD# 133705) is a financial advisory firm headquartered in Austin, TX. They manage $271,000,000 in 790 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    271
    MILLION
  • Total Number of Accounts
    790
    ACCOUNTS
  • Average Account Value
    $343,038
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, TX

Financial Advisors at Waterloo Capital Management
Showing 1 - 10 of 13 top financial advisors.
1
Bennett H. Woodward
CRD#: 4370808
301 Congress Avenue, Suite 120, Austin, TX 78701
96
Wealthminder
score

Bennett Woodward (CRD# 4370808) is an Investment Advisor Representative working at Waterloo Capital Management in Austin, TX and has over 13 years of experience in the finance industry.

2
Timothy S. Benbow
CRD#: 4901380
301 Congress Avenue, Suite 120, Austin, TX 78701
93
Wealthminder
score

Timothy Benbow (CRD# 4901380) is an Investment Advisor Representative working at Waterloo Capital Management in Austin, TX and has over 13 years of experience in the finance industry.

3
Earline F. Chapa
CRD#: 2237015
301 Congress Avenue, Suite 120, Austin, TX 78701
93
Wealthminder
score

Earline Chapa (CRD# 2237015) is an Investment Advisor Representative working at Waterloo Capital Management in Austin, TX and has over 18 years of experience in the finance industry.

4
Craig M. Cunningham
CRD#: 707487
301 Congress Avenue, Suite 120, Austin, TX 78701
93
Wealthminder
score

Craig Cunningham (CRD# 707487) is an Investment Advisor Representative working at Waterloo Capital Management in Austin, TX and has over 25 years of experience in the finance industry.

5
Marcy W. Steward
CRD#: 2843184
301 Congress Avenue, Suite 120, Austin, TX 78701
93
Wealthminder
score

Marcy Steward (CRD# 2843184) is an Investment Advisor Representative working at Waterloo Capital Management in Austin, TX and has over 21 years of experience in the finance industry.

6
James T. Graham
CRD#: 6587201
301 Congress Avenue, Suite 120, Austin, TX 78701
89
Wealthminder
score

James Graham (CRD# 6587201) is an Investment Advisor Representative working at Waterloo Capital Management in Austin, TX and has over 2 years of experience in the finance industry.

7
Donald R. Simoneaux
CRD#: 5144175
301 Congress Avenue, Suite 120, Austin, TX 78701
89
Wealthminder
score

Donald Simoneaux (CRD# 5144175) is an Investment Advisor Representative working at Waterloo Capital Management in Austin, TX and has over 2 years of experience in the finance industry.

8
Wesley S. Williams
CRD#: 6778673
53 Perimeter Center East, Suite 420, Atlanta, GA 30346
88
Wealthminder
score

Wesley Williams (CRD# 6778673) is an Investment Advisor Representative working at Waterloo Capital Management in Atlanta, GA and has 1 year of experience in the finance industry.

9
Lisa A. Allen
CRD#: 1198978
301 Congress Avenue, Suite 120, Austin, TX 78701
83
Wealthminder
score

Lisa Allen (CRD# 1198978) is an Investment Advisor Representative working at Waterloo Capital Management in Austin, TX and has over 34 years of experience in the finance industry.

10
John T. Chatmas
CRD#: 2208046
301 Congress Avenue, Suite 120, Austin, TX 78701
83
Wealthminder
score

John Chatmas (CRD# 2208046) is an Investment Advisor Representative working at Waterloo Capital Management in Austin, TX and has over 26 years of experience in the finance industry.

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