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, privately owned registered investment adviser organized as a corporation and operating since 2005. Its client mix spans high-net-worth individuals and families as well as institutional and business clients. The firm provides financial planning and portfolio management services for individuals, small businesses and larger institutional/business accounts. Its compensation model combines percentage-of-assets fees with hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant.
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
Andrew Herzog
Associate Wealth ManagerCRD 7239652
Christopher Troseth
Director of Financial PlanningCRD 1836618
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$310M in ETFs
18%
$56.1M
82%
$254M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SIMPLIFY MBS ETF (MTBA) | Active | Intermediate Government | $44.3M | 902,254 | 14.28% |
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
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