WC
WATERLOO CAPITAL
SEC RegisteredAUSTIN, TXhttps://elementconsultants.com512-777-5900
Assets Under Management
$1B–$5B
Employees
64
Office Locations
8 offices
Total Accounts
7306
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,685 | $384M |
| High Net Worth Individuals | 924 | $1.7B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 188 | $226M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Waterloo Capital Management Llc
GENERAL PARTNER
John Thomas Chatmas
CEO
John Thomas Chatmas
SOLE MEMBER
Burke Edwards
SOLE MEMBER
Tricia Teegardin
LIMITED PARTNER
David Dachner
TRUSTEE
Brenda Dachner
TRUSTEE
Office locations
8 offices in 3 states
TX
AUSTINHQ
AR
ROGERS
GA
ATLANTA
TX
DALLAS
TX
AUSTIN
TX
HOUSTON
TX
WACO
TX
DALLAS
Advisors at this firm
36 advisors in the directory
George Stanley Abiassi
Investment Adviser Representative
Lisa Ann Allen
Investment Adviser Representative
Betty Jean Arias
Investment Adviser Representative
Robert Patrick Blessing
Investment Adviser Representative
Earline Fay Chapa
Investment Adviser Representative
John Thomas Chatmas
Investment Adviser Representative
Adam Giovanni D'Acierno
Investment Adviser Representative
Randy Keith Flowers
Investment Adviser Representative
Montgomery Phair Fortenbaugh
Investment Adviser Representative
Benjamin Ashby Fuller
Investment Adviser Representative
Megan Diane Gegen
Investment Adviser Representative
Christopher John Hernandez
Investment Adviser Representative
Grace Frazer Hill
Investment Adviser Representative
Jarrod Shane Hix
Investment Adviser Representative
Stuart W Huckin
Investment Adviser Representative
Andrew R Johnsen
Investment Adviser Representative
Chad Austin Kennedy
Investment Adviser Representative
Steven Harris Livitz
Investment Adviser Representative
Henry Guest Looney
Investment Adviser Representative
Mark J McAdams
Investment Adviser Representative
Jordan N. Mehal
Investment Adviser Representative
Elizabeth Evette Mock-Hernandez
Investment Adviser Representative
Frances Frazer Moore
Investment Adviser Representative
Lori Gann Morris
Investment Adviser Representative
Sajal Emily Mutter
Investment Adviser Representative
Keith Ronan Nielsen
Investment Adviser Representative
Crystal Dawn Reed
Investment Adviser Representative
Isabella Kathryn Richard
Investment Adviser Representative
Robert John Russell
Investment Adviser Representative
David Michael Sabonghy
Investment Adviser Representative
Sara Leigh Seely
Investment Adviser Representative
Donald Ralph Simoneaux
Investment Adviser Representative
Joshua Thomas Teeters
Investment Adviser Representative
William Benton Warrenburg
Investment Adviser Representative
Bennett Hampton Woodward
Investment Adviser Representative
Eric Ronald Wylie
Investment Adviser Representative
Regulatory & compliance
CRD number
#133705
SEC Number
801-63975
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Commission / Hourly / Flat Fee
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
elementconsultants.comPhone
512-777-5900Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WATERLOO CAPITAL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.