# Waterford Capital Investment Advisory Services

Waterford Capital Investment Advisory Services is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 144172
- **SEC file number:** 801-108907
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/144172

## About

WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC is an SEC-registered investment adviser in ADDISON, TX, registered since 2017. The firm manages approximately $228 million in regulatory assets. It has 3 employees and 1 investment adviser.

## Related profiles

- [Washington Capital Ventures](https://altss.com/profile/washington-capital-ventures)
- [Waterfront Capital Partners](https://altss.com/profile/waterfront-capital-partners-llc)

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Last updated: 2026-07-06T01:24:28.525Z

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