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Waterloo Capital CRD 133705
$2.26B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-27 |
Branch Locations
1221 S Mopac Expy Suite 240, Austin, TX 78746 • United States
2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waterloo Capital | Austin | TX | 06/2026 | Present |
| University Of Colorado At Boulder | Boulder | CO | 05/2025 | 05/2026 |
| Badami Office Of Experiential Learning | Boulder | CO | 02/2026 | 03/2026 |
| Merit Financial Advisors | Denver | CO | 06/2025 | 08/2025 |
| University Of Colorado | Boulder | CO | 08/2022 | 05/2026 |
| Student | San Antonio | TX | 06/2016 | 05/2022 |
AMG WEALTH ADVISORS AUSTIN, TX CLIENT SERVICE ASSOCIATE DBA FOR ADVISORY BUSINESS SINCE 06/2026 INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-27 |
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