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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-19-2013
- Office Locations
- 1
Office Locations
About Purewater Capital, LLC
Purewater Capital is an SEC-registered RIA in Fort Worth, TX providing fee-based financial planning and investment management. The team builds personalized financial roadmaps using a dynamic model to test goals, risk tolerance, and “what if” scenarios, with portfolio analysis, construction, and management led in-house. Custody is through Charles Schwab, and initial consultations are commitment-free to align decision-makers early.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
MARK AUSTIN BERRY
Chief Compliance Officer, Managing Member, Partner
- CRD
- #5801150
- Ownership
- 25% but less than 50%
TIMOTHY OCHOA HATCHER
Financial Advisor, Owner
- CRD
- #5279635
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Bezan Fred Morris
--
- CRD
- #6915028
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $149,496,644 | $291,986 |
| Non-Discretionary | $0 | -- |
| Total | $149,496,644 | $291,986 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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