Grace
Hill

Waterloo Capital

CRD#7877448
Investment Advisor
in Austin, TX

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About this Advisor

Grace Hill is a financial advisor based in Austin, Texas, working with Waterloo Capital. Grace has previously held positions at Laity Lodge Youth Camp, Beetnik Foods, Amazon Logistics, Waterloo Capital, Blue Print Store, and The Monument Group. Grace has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Grace is part of Waterloo Capital, which operates out of Austin, Texas. The firm has 7 offices and 42 employees. The firm manages assets totaling $1.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Waterloo Capital includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2700 Via Fortuna Suite 100
Austin, TX 78746

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Waterloo Capital Brokerage Details

Total Assets Under Management

$1,302,845,545

TX Average: $3,042,739,679
Total Number of Employees

42

TX Average: 49
Total Number of Accounts

4,480

TX Average: 2,315
Average Account Size

$290,814

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Grace Hill Work History

2023 - Present (1 year)

Waterloo Capital

2022 - 2023 (1 year)

The Monument Group

2021 - 2023 (2 years)

Blue Print Store

2020 - 2021 (1 year)

Amazon Logistics

2019 - 2019 (< 1 year)

Laity Lodge Youth Camp

2019 - 2020 (1 year)

Beetnik Foods

2014 - 2019 (5 years)

Student

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Grace Hill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Waterloo Capital

Olivia Mary
Austin, TX
Adam D'Acierno
Austin, TX
Kenneth Hada
Austin, TX
Michael Yawn
Austin, TX
Donald Snelling
Boerne, TX
Ryan Roark
Rogers, AR
Sarah Neeley
Rogers, AR
Grace Hill
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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