WATSON CAPITAL MANAGEMENT, INC.

Overview

Watson Capital Management, Inc. is a privately owned corporate RIA that provides discretionary portfolio management primarily for individuals, families and small-business clients, while also working with some institutional relationships. The firm bills on a percentage-of-assets basis and its stated advisory activity centers on direct portfolio management rather than pension consulting or outsourced CIO services. Ownership is held by an individual and the adviser is not identified as an active ESG investor. Regulatory detail in the source is limited; the year of SEC registration is not disclosed. The adviser is not listed as a multi-state or newly formed firm and does not report related-adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives