Kacie
Walsh

Dimensional Fund Advisors Lp

CRD#7027106
Investment Advisor
in Austin, TX

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About this Advisor

Kacie Walsh is a financial advisor based in Austin, Texas, working with Dimensional Fund Advisors Lp. Kacie has previously held positions at Dimensional Fund Advisors, Protiviti, University Of Texas At Austin, J.P. Morgan Securities LLC, Jpmorgan Chase Bank, N.A, Snap Kitchen, and Towne Park. Kacie has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Kacie is part of Dimensional Fund Advisors Lp, which operates out of Austin, Texas. The firm has 2 offices and 1,166 employees. The firm manages assets totaling $749.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Dimensional Fund Advisors Lp includes asset-based and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

6300 Bee Cave Road Building One
Austin, TX 78746

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Dimensional Fund Advisors Lp Brokerage Details

Total Assets Under Management

$749,622,475,396

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

1,166

TX Average: 49
Total Number of Accounts

1,153

TX Average: 2,315
Average Account Size

$650,149,588

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Kacie Walsh Work History

2023 - Present (1 year)

Dimensional Fund Advisors

2023 - 2023 (< 1 year)

J.P. Morgan Securities LLC

2023 - 2023 (< 1 year)

Jpmorgan Chase Bank, N.A

2018 - 2023 (5 years)

Dimensional Fund Advisors

2017 - 2018 (1 year)

Protiviti

2016 - 2016 (< 1 year)

Protiviti

2015 - 2017 (2 years)

Snap Kitchen

2015 - 2015 (< 1 year)

Towne Park

2013 - 2017 (4 years)

University Of Texas At Austin

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Disclosures

Please visit the SEC profile of Kacie Walsh 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 Dimensional Fund Advisors Lp

Steven Williams
Charlotte, NC
Olivia Sjostrom
Austin, TX
Douglas Head
Austin, TX
Lauren Rishel
Austin, TX
Daniel Jeffries
Austin, TX
Brittanie Bailor
Austin, TX
Jaie Jensen
Austin, TX
James Norman
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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