Oxbow Advisors
47yrs
Top advisor by experience in Austin
11yrs
Grant Smith
Financial advisor at Waterloo Capital
Grant Smith has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Austin, Texas. Grant has been with Waterloo Capital since 2023; before that, Grant spent eight years at Equitable Advisors. Grant holds the CFP® designation.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office2801 Via Fortuna Suite 250, Austin, TX 78746
FirmWaterloo Capital
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$779,997
Advisors at the firm56
States licensed ?1 state
Services through Waterloo Capital
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowWaterloo CapitalCurrent firm
- 2015 – 2023Equitable Advisors, LLCPreviously
Contact Grant
(512) 777-5900Waterloo Capital main office 2801 Via Fortuna Suite 250Austin, TX 78746Office · Get directions LinkedIn pageWaterloo Capital
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Questions to ask Grant
Tailored to Grant’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Grant
How do I contact Grant?
Call Waterloo Capital at (512) 777-5900 and ask for Grant Smith. Grant works from the Austin, TX office.
How long has Grant been a financial advisor?
Grant has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Grant hold?
Series 66. Tap any license on this page to see what it allows.
Is Grant a fiduciary?
Grant is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Grant paid?
Waterloo Capital reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Grant for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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