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, LLC-structured registered investment adviser that began SEC registration in 2023 and is owned by an individual. The firm focuses on serving individuals and families and charges clients a percentage-of-assets fee. Core services listed in regulatory filings include financial planning, portfolio management for individuals and small businesses, and pension consulting-related services. Watercolor Financial identifies as an active ESG investor. It does not position itself as a capital allocator or a multi-state advisory network.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1HAL DOBBS
Chief Compliance OfficerCRD 4827211
Contacts
2 of 2MEGAN 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 15Active vs passive
$238M in ETFs
78%
$185M
0%
$52.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $43.5M | 448,317 | 18.27% |
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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