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Hans Thomas Walsh

BERNZOTT CAPITAL ADVISORS·LAKEWAY, Texas
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2802 FLINTROCK TRACE, LAKEWAY, TX 78738-1812CRD# 5225902Firm CRD# 104583
01

About

Hans Thomas Walsh is a registered financial advisor based in LAKEWAY, Texas, affiliated with BERNZOTT CAPITAL ADVISORS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
BERNZOTT CAPITAL ADVISORS
BERNZOTT CAPITAL ADVISORS
AUM
$311M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BERNZOTT CAPITAL ADVISORS →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5225902
Firm CRD# 104583
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Hans Thomas Walsh offer?
Hans Thomas Walsh specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LAKEWAY, Texas for a consultation.
What are Hans Thomas Walsh's credentials?
Hans Thomas Walsh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Hans Thomas Walsh located?
Hans Thomas Walsh is based in LAKEWAY, Texas, working with BERNZOTT CAPITAL ADVISORS. Their office serves clients in the LAKEWAY metropolitan area and surrounding communities.
How does Hans Thomas Walsh charge for services?
Hans Thomas Walsh's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BERNZOTT CAPITAL ADVISORS?
BERNZOTT CAPITAL ADVISORS has approximately 4 employees and manages $311M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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