The Watchman Group, Inc.
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 133690
- Registered since
- January 14, 2005
- Website
- www.watchmangroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.06%
- Individuals7.88%
- Charitable Organizations0.64%
- Other Investment Advisers0.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
The Watchman Group, Inc. is an independent registered investment adviser that has been SEC-registered since 2005. The firm serves both individual and family clients as well as institutional and business accounts, offering financial planning and portfolio management for individuals, small businesses, and institutional entities. Its fee arrangements include asset-based fees, hourly charges, and fixed-fee engagements. The firm does not identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser; ownership is listed as individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities25%
- State & Local Bonds2%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Mark Robinson
President, Chief Investment OfficerCRD 2613001
Contacts
3 of 4
Matthew Fitzsimmons
Managing PartnerCRD 3235326
James Torrey
Senior Wealth ManagerCRD 1507463
Christopher Troseth
Director of Financial PlanningCRD 1836618
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$297M in ETFs
32%
$96.3M
68%
$201M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 3-7 YEAR TREASURY BOND ETF (IEI) | BlackRock | Passive | Intermediate Government | $43.9M | 387,270 | 14.78% |
Location
Plano, TX
Collin
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 5045 Lorimar Dr
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Valinor Wealth Management
RIAPlano, TX
Dash Investments
RIAPlano, TX
Wealthstar Advisors, LLC
RIAPlano, TX
Nexus One Financial Advisors LLC
RIAPlano, TX
Urban Fund Management, LLC
RIAPlano, TX
Moss, Luse & Womble, LLC
RIAPlano, TX