Watson Capital Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 115354
- Website
- www.watsoncapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.72%
- Individuals5.26%
- Corporations / Businesses0.02%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Watson Capital Management, Inc. is an independently owned registered investment adviser that provides portfolio management primarily to individual and family clients, with some institutional relationships. The firm charges fees based on a percentage of assets under management and focuses advisory activity on discretionary portfolio management for individuals and small businesses. It is not positioned as a capital allocator or pension consultant, and it does not identify as an active ESG investor or a multi-state adviser.
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
- Exchange Traded Equities53%
- Public Funds/Mutual Funds34%
- Cash & Cash Equivalents13%
Contacts
1 of 1Gregory Watson
PresidentCRD 728492
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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