Waterloo Capital
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 133705
- SEC number
- 801-63975
- Firm type
- RIA
- Assets under management
- $2.3B as of Jun 4, 2026
- Website
- www.elementconsultants.com ↗
- Phone
- 512-777-5900
- Address
- 2801 Via Fortuna, Austin, TX, 78746
Advisors at this firm
43 in our index · page 1 of 1
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Lisa Ann AllenCRD 1198978 · Austin, TXIA RegisteredRegistration inactiveDisclosure event(s) on record
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Betty Jean AriasCRD 1820304 · Austin, TXIA RegisteredRegistration inactive
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George Stanley AbiassiCRD 7800080 · Houston, TXIA RegisteredBrokerDisclosure event(s) on record
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Richard Lance BellineCRD 2432737 · Rogers, ARIA RegisteredRegistration inactive
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Robert Patrick BlessingCRD 7537216 · San Antonio, TXIA Registered
-
Earline Fay ChapaCRD 2237015 · Austin, TXIA Registered
-
Kasey David CooperCRD 7134525 · Rogers, ARIA RegisteredRegistration inactive
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Adam Giovanni D'aciernoCRD 6325618 · Austin, TXIA RegisteredRegistration inactive
-
Benjamin Ashby FullerCRD 4592882 · Rogers, ARIA RegisteredRegistration inactiveDisclosure event(s) on record
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Montgomery Phair FortenbaughCRD 6959773 · Austin, TXIA Registered
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Jay Gregory GehrkeCRD 4948365 · Scottsdale, AZIA Registered
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Raymond Earl GoshertCRD 5561367 · Bentonville, ARIA Registered
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Megan Diane GegenCRD 7598756 · Austin, TXIA Registered
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Grayson Harris GriffinCRD 7389205 · Rogers, ARIA RegisteredRegistration inactive
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Christopher John HernandezCRD 5560002 · Austin, TXIA RegisteredRegistration inactive
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Jarrod Shane HixCRD 4670220 · College Station, TXIA RegisteredRegistration inactiveDisclosure event(s) on record
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Stuart W HuckinCRD 5755455 · Dallas, TXIA RegisteredRegistration inactiveDisclosure event(s) on record
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Grace Frazer HillCRD 7877448 · Austin, TXIA Registered
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Andrew R JohnsenCRD 6404842 · Dallas, TXIA RegisteredRegistration inactive
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Chad Austin KennedyCRD 7140393 · Rogers, ARIA RegisteredRegistration inactive
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Jonathan G LilesCRD 8079086 · Rogers, ARIA Registered
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Steven Harris LivitzCRD 4316223 · Austin, TXIA RegisteredRegistration inactive
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Mark J McadamsCRD 4511531 · Austin, TXIA RegisteredRegistration inactive
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Jordan N. MehalCRD 7588884 · Austin, TXIA Registered
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Elizabeth Evette Mock-HernandezCRD 4806931 · Austin, TXIA RegisteredRegistration inactiveDisclosure event(s) on record
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Frances Frazer MooreCRD 1534194 · Austin, TXIA RegisteredRegistration inactiveDisclosure event(s) on record
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Lori Gann MorrisCRD 2261771 · Austin, TXIA RegisteredRegistration inactive
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Sarah Mckenzie NeeleyCRD 7853249 · Rogers, ARIA Registered
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Keith Ronan NielsenCRD 2814298 · Waco, TXIA RegisteredRegistration inactiveDisclosure event(s) on record
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Crystal Dawn ReedCRD 8207409 · Dallas, TXIA Registered
-
Robert John RussellCRD 5872104 · Austin, TXIA RegisteredRegistration inactive
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Isabella Kathryn RichardCRD 8038023 · Austin, TXIA Registered
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Ryan Jacob RoarkCRD 7770694 · Rogers, ARIA Registered
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David Michael SabonghyCRD 4521976 · Sugar Land, TXIA RegisteredRegistration inactive
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Sara Leigh SeelyCRD 4471515 · Austin, TXIA Registered
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Donald Ralph SimoneauxCRD 5144175 · Austin, TXIA Registered
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Steven Christian SchultheisCRD 7409366 · Rogers, ARIA RegisteredRegistration inactive
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Grant SmithCRD 6487719 · Rogers, ARIA RegisteredBroker
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Joshua Thomas TeetersCRD 5163536 · Austin, TXIA RegisteredRegistration inactive
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Eric Ronald WylieCRD 2703968 · College Station, TXIA Registered
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William Benton WarrenburgCRD 7750828 · Austin, TXIA Registered
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Dax Werner WeindorfCRD 5461216 · Rogers, ARIA RegisteredBrokerDisclosure event(s) on record
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Michael Scott YawnCRD 6824634 · Rogers, ARIA RegisteredRegistration inactive
1–43 of 43
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 133705 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.