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WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC

Advisory

N·ADDISON, TX

Data as of Mar 18, 2026 · Source: SEC Form ADV

Total AUM
$228M
1-Year AUM Growth
+14.5%
3-Year CAGR
+6.1%
Employees
1
Assets Under Management
Total AUM$228M
Discretionary AUM$0
Non-Discretionary AUM$228M
Discretionary %0%
Total Clients106
Team
Total Employees1
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record14
First FilingDec 27, 2016
Latest FilingMar 18, 2026
🔒 Full AUM trend chart and 14 historical filings spanning 10+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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