THIRD COAST WEALTH ADVISORS, INC.
CRD #108820 SEC #801-58061 AUSTIN, TX 512-342-2272
SEC Registered
Total AUM
$69.9M
Discretionary
$69.1M
Employees
5
Clients
51
Accounts
504
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 20, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ADAMS, THOMAS, NELSON | I | CFO-TUBI | NA | Control |
| ADAMS, THOMAS, NELSON | I | CFO-TUBI | NA | Control |
| ADAMS, THOMAS, NELSON | I | CFO-TUBI | NA | Control |
| FOLGER, PAMELA, MATLOCK | I | PRESIDENT- TCWA | NA | Control |
| FRENZEL, BRUCE, ELLIOT | I | BOARD OF DIRECTORS- TUBI | NA | Control |
| FRENZEL, BRUCE, ELLIOT | I | BOARD OF DIRECTORS- TUBI | NA | Control |
| FRENZEL, BRUCE, ELLIOT | I | BOARD OF DIRECTORS- TUBI | NA | Control |
| HABICH, KRISTEN | I | COMPLIANCE OFFICER-THIRD COAST WEALTH ADVISORS | NA | Control |
| HABICH, KRISTEN | I | COMPLIANCE OFFICER-THIRD COAST WEALTH ADVISORS | NA | Control |
| HABICH, KRISTEN | I | COMPLIANCE OFFICER-THIRD COAST WEALTH ADVISORS | NA | Control |
| HOCHDERFFER, KRIS, GORDON | I | MARKETING DIRECTOR | NA | Control |
| HOCHDERFFER, KRIS, GORDON | I | MARKETING DIRECTOR | NA | Control |
| HOCHDERFFER, KRIS, GORDON | I | MARKETING DIRECTOR | NA | Control |
| KULHANEK, MICHAEL, CHARLES | I | BOARD OF DIRECTORS- TUBI | NA | Control |
| KULHANEK, MICHAEL, CHARLES | I | BOARD OF DIRECTORS- TUBI | NA | Control |
| KULHANEK, MICHAEL, CHARLES | I | BOARD OF DIRECTORS- TUBI | NA | Control |
| LOFT, GERALD, KENT | I | FINANCIAL PLANNER | NA | Control |
| LOFT, GERALD, KENT | I | FINANCIAL PLANNER | NA | Control |
| LOFT, GERALD, KENT | I | FINANCIAL PLANNER | NA | Control |
| LOFT, GERALD, KENT | I | FINANCIAL PLANNER | NA | Control |
| LOFT, GERALD, KENT | I | FINANCIAL PLANNER | NA | Control |
| MUELLER, LEE, DIETRICH | I | BOARD OF DIRECTORS-TUBI | NA | Control |
| MUELLER, LEE, DIETRICH | I | BOARD OF DIRECTORS-TUBI | NA | Control |
| MUELLER, LEE, DIETRICH | I | BOARD OF DIRECTORS-TUBI | NA | Control |
| SELMAN, JAMES, DEWARD | I | BOARD OF DIRECTORS-TUBI | NA | Control |
| SELMAN, JAMES, DEWARD | I | BOARD OF DIRECTORS-TUBI | NA | Control |
| SELMAN, JAMES, DEWARD | I | BOARD OF DIRECTORS-TUBI | NA | Control |
| STEINHAUSER, MICHAEL, RAY | I | BOARD OF DIRECTORS-TUBI | NA | Control |
| STEINHAUSER, MICHAEL, RAY | I | BOARD OF DIRECTORS-TUBI | NA | Control |
| STEINHAUSER, MICHAEL, RAY | I | BOARD OF DIRECTORS-TUBI | NA | Control |
| STRICKLIN, LOUIE, DON | I | BOARD OF DIRECTORS-TUBI | NA | Control |
| STRICKLIN, LOUIE, DON | I | BOARD OF DIRECTORS-TUBI | NA | Control |
| STRICKLIN, LOUIE, DON | I | BOARD OF DIRECTORS-TUBI | NA | Control |
| ZOUZALIK, ERVAN, EDWARD | I | BOARD OF DIRECTORS-TUBI | NA | Control |
| ZOUZALIK, ERVAN, EDWARD | I | BOARD OF DIRECTORS-TUBI | NA | Control |
| ZOUZALIK, ERVAN, EDWARD | I | BOARD OF DIRECTORS-TUBI | NA | Control |
| TEXAS UNITED BANCSHARES, INC. | DE | PARENT CORP. | E | Control |
| TEXAS UNITED BANCSHARES, INC. | DE | PARENT CORP. | E | Control |
| TEXAS UNITED BANCSHARES, INC. | DE | PARENT CORP. | E | Control |
| FOX, LISA, DAWN | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| FOX, LISA, DAWN | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| FOX, LISA, DAWN | I | VICE PRESIDENT | D | Control |
| FOX, LISA, DAWN | I | VICE PRESIDENT | D | Control |
| KRUEGER, PAMELA, MATLOCK | I | PRESIDENT | D | Control |
| KRUEGER, PAMELA, MATLOCK | I | PRESIDENT | D | Control |
| KRUEGER, PAMELA, MATLOCK | I | PRESIDENT | D | Control |
| KRUEGER, PAMELA, MATLOCK | I | PRESIDENT | D | Control |
Registrations
Federal
IA
Dec 20, 2005 REGISTERED
Notice Filings (1)
TX
Address
8133 MESA DRIVESUITE 200
AUSTIN, TX 78759
USA
Phone: 512-342-2272