College Station, TX Office
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Waterloo Capital
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About
Waterloo Capital is an SEC‑registered, multi‑advisor firm that provides investment management and financial planning primarily to accomplished entrepreneurs, high‑net‑worth individuals, trusts, and other institutional clients. Its service set includes discretionary and non‑discretionary portfolio management, access to third‑party sub‑advisers and model portfolios, financial planning and consulting, educational seminars, and referrals for tax and cash and lending solutions.
The firm constructs customized portfolios using fundamental analysis and typically emphasizes long‑term, strategic buy‑and‑hold allocations with periodic rebalancing; accounts may be managed directly by Waterloo Capital or delegated to affiliated or unaffiliated sub‑advisers and model managers. Clients receive ongoing monitoring and at least annual reviews, and the firm implements client‑imposed investment restrictions where requested.
Several operational features distinguish Waterloo Capital from many peers: it operates as an insurance agency and some investment adviser representatives are also registered representatives of broker‑dealers (for example, The Leaders Group and Pickwick Capital Partners), meaning commissionable insurance and securities sales can occur alongside fee‑based advisory services. The firm also receives third‑party compensation for offering certain cash and lending programs (via a revenue‑sharing arrangement with a fintech provider) and makes referrals to affiliated firms for sub‑advisory and tax services; these arrangements and associated conflicts are disclosed in its brochure.
Based on Waterloo Capital
Expertise
Based on Waterloo Capital
Location
College Station TX
Advisors at this office
2
Advisors at this office
Eric W
Series 63, Series 65, Series 66
College Station, TX
Waterloo Capital
Eric Wylie is a financial advisor at Waterloo Capital with 14 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Waterloo Capital in 2025, he worked at Element Retirement & Investment Consultants, L.L.C. for 14 years. Outside of his advisory role, he serves on several community and nonprofit committees, including the Board of Directors for the Corps of Cadets Association and as Chair of the Greater Brazos Partnership Committee. Waterloo Capital is a multi-advisor firm providing investment management and financial planning primarily to entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm emphasizes customized, long-term strategic portfolios with fundamental analysis and periodic rebalancing, offering discretionary and non-discretionary management alongside additional services such as educational seminars and referrals for tax and lending solutions.
Jarrod H
Series 66
College Station, TX
Waterloo Capital
Jarrod Hix is a financial advisor at Waterloo Capital with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Element Retirement & Investment Consultants, Wells Fargo Clearing, and A. G. Edwards & Sons. Outside of his advisory role, he serves as Treasurer and Secretary of the Rotary Club of Aggieland and is chairman of the Rotary District 5910 District Conference Planning Committee. Waterloo Capital is a multi-advisor firm that provides investment management and financial planning primarily to entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm focuses on customized, long-term strategic portfolios with fundamental analysis, offering both discretionary and non-discretionary management along with access to sub-advisers and various financial planning services.
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