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WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC

ADDISON, TX · CRD 144172 · IAPD ↗ · waterfordcapital.com · 214-363-6920

$228.5MRegulatory AUM
1Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
1States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC reported RAUM up 33% ($171.4M -> $228.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.