This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-11-2005
- Office Locations
- 17
Office Locations
About Waterloo Capital
Waterloo Capital Management is an SEC-registered fiduciary RIA based in Austin, delivering tailored wealth management for high-net-worth families and institutional clients. The firm combines financial and estate planning, family office services, and public- and private-market investing, including an internal asset management platform and access to institutional-quality alternatives. Waterloo’s “360° Critical Infrastructure” pairs investment access with operational, service, and technology support to help partner advisors scale while remaining independent.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JOHN THOMAS CHATMAS JR
Chief Executive Officer
- CRD
- #2208046
- Ownership
- Less than 5%
DANIEL CHARLES DEGRAVE
--
- CRD
- #5204163
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
Unlock allContacts
George Stanley Abiassi
--
- CRD
- #7800080
LISA ANN ALLEN
Financial Advisor
- CRD
- #1198978
Showing 2 of 53 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,103,456,068 | $305,735 |
| Non-Discretionary | $157,668,303 | $370,113 |
| Total | $2,261,124,371 | $309,489 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | 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 |
Continue browsing