THE WATCHMAN GROUP, INC.

RIASEC RegisteredEst. 2005

Total AUM

$640M

Discretionary

$634M

99% of AUM

Avg account

$567K

Accounts

1,128

Employees

Advisory reps

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

FINTRX

Overview

The Watchman Group, Inc. is an independent, individual-owned registered investment adviser that serves both individual and institutional clients with a mix of financial planning and portfolio management services. The firm favors a public-funds-centric approach, allocating a large portion of client capital to mutual funds and ETFs rather than relying solely on individual equities. Its advisory mandate includes discretionary portfolio management for individuals, small businesses and institutions, with fee arrangements that include a percentage of AUM as well as hourly and fixed-fee engagements. Investment activity shows a clear tilt toward liquid, publicly traded instruments — particularly bond and income-focused ETFs — while also maintaining allocations to annuities and corporate debt where appropriate for client objectives.