{"id":357341,"date":"2026-07-01T14:50:10","date_gmt":"2026-07-01T14:50:10","guid":{"rendered":"https:\/\/www.newsbeep.com\/us-tx\/357341\/"},"modified":"2026-07-01T14:50:10","modified_gmt":"2026-07-01T14:50:10","slug":"waterloo-capital-acquires-equity-stake-in-austin-based-ironclad-wealth","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us-tx\/357341\/","title":{"rendered":"Waterloo Capital Acquires Equity Stake in Austin-Based Ironclad Wealth"},"content":{"rendered":"

Combined firm will operate under the Waterloo Capital name, deepening the firm\u2019s presence in its home market of Austin, Texas<\/p>\n

AUSTIN, Texas, July 1, 2026 \/PRNewswire\/ \u2014\u00a0Waterloo Capital, L.P., a registered investment adviser headquartered in Austin and one of the fastest-growing RIAs in the country, today announced it has acquired an equity stake in Ironclad Wealth, a respected Austin-based advisory practice. Effective July 1, 2026, the two homegrown firms will join forces under the Waterloo Capital name, bringing together a shared commitment to Austin families and the broader community they serve.<\/p>\n

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\"Waterloo
<\/a>\n <\/p>\n

For Ironclad Wealth\u2019s clients, the partnership unlocks the full breadth of Waterloo Capital\u2019s institutional-grade infrastructure, from institutional asset management and advanced financial planning to dedicated family office services. For Waterloo Capital, the transaction deepens the firm\u2019s roots in its hometown and marks another deliberate step in its strategy of disciplined, advisor-focused growth.<\/p>\n

\u201cBy partnering with Waterloo Capital, we are able to bring institutional-level asset management, advanced financial planning, and family office services to the families we serve here in Austin and beyond,\u201d said Mark McAdams and Steven Livitz, principals of Ironclad Wealth. \u201cWaterloo\u2019s scale, resources, and commitment to clients, allows us to deliver an even higher level of service while preserving the relationships our clients have always counted on.\u201d<\/p>\n

\u201cIronclad Wealth has built an outstanding reputation and a loyal client base right here in our backyard,\u201d said John Chatmas, Chief Executive Officer of Waterloo Capital. \u201cBy combining their track record with our infrastructure, we can help more families plan for retirement in a thoughtful manner and bring institutional asset management to the individual investor.\u201d<\/p>\n

And the momentum is far from over. As it continues to expand, Waterloo Capital is actively recruiting like-minded financial advisors who share its client-first philosophy and its conviction that individual investors and families deserve institutional-caliber capabilities.<\/p>\n

About Waterloo Capital<\/p>\n

Waterloo Capital, L.P. is a registered investment adviser headquartered in Austin, Texas, offering institutional asset management, advanced financial planning, and family office services to individuals, families, and institutions. Recognized as one of the fastest-growing RIAs in the country and named to USA TODAY\u2019s Top 100 Financial Advisory Firms for 2026, Waterloo Capital is committed to bringing institutional-grade investment management to the individual investor. Year after year, the firm has earned a place on Citywire RIA\u2019s prestigious \u201c50 Growers Across America\u201d list, a recognition reserved for the nation\u2019s fastest-growing advisory firms and a powerful testament to Waterloo Capital\u2019s relentless momentum and the deep trust clients continue to place in its team.<\/p>\n

About Ironclad Wealth<\/p>\n

Ironclad Wealth is an Austin, Texas-based advisory practice led by principals Mark McAdams and Steven Livitz, serving individuals and families with disciplined investment management and personalized financial planning. Through its partnership with Waterloo Capital, the firm now offers clients expanded institutional asset management, advanced financial planning, and family office capabilities.<\/p>\n

Waterloo Capital
Taylor Chatmas, Marketing Manager
Phone: (512) 717-4495
Email: [email\u00a0protected]<\/a>
Website: www.waterloocap.com<\/a><\/p>\n

\"Cision\" View original content to download multimedia:https:\/\/www.prnewswire.com\/news-releases\/waterloo-capital-acquires-equity-stake-in-austin-based-ironclad-wealth-302815338.html<\/a><\/p>\n

SOURCE Waterloo Capital<\/p>\n

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