Watercolor Financial
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 327254
- Registered since
- August 11, 2023
- Website
- www.watercolorfinancial.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.3%
- Individuals20.7%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Watercolor Financial is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm advises individual and family clients (and small-business accounts) on financial planning and portfolio management, and it also offers pension consulting services. Its fees are charged as a percentage of assets under management. The firm identifies as an active ESG investor and reports that it does not operate as a capital allocator, which implies it generally implements portfolios directly rather than running multi-manager funds or acting as a fund-of-funds.
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 Funds92%
- Cash & Cash Equivalents7%
- Exchange Traded Equities1%
Owners & executives
1 of 1
Hal Dobbs
Chief Compliance OfficerCRD 4827211
Contacts
2 of 2
Megan Poore
President and Financial AdvisorCRD 4604034
Cathryn Grange
Financial AdvisorCRD 2668514
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$231M in ETFs
76%
$175M
0%
$56.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $44.8M | 465,364 | 19.39% |
Location
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 9600 Great Hills Trl
- Time zone
- CT (UTC-6)
- Office locations
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