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Cain, Watters & Associates, LLC

● SEC registered since 1991CRD 111521SEC# 801-39899Frisco, TX
Export (members)
Reg. AUM
$5.04B
Employees
341
Accounts
12,138
Location
Frisco, TX

Cain, Watters & Associates, LLC assets under management

Cain, Watters & Associates, LLC is an investment advisory firm registered with the SEC based in Frisco, TX. The firm has been registered since 1991. It reports $5 billion in regulatory assets under management and employs 341 people.

Cain, Watters & Associates, LLC owners & executives

3 reported
NameTitleOwnershipSince
Cwa Financial Group, LLC ControlManaging MemberOver 75%2026
Jeremy Layne Bolf ControlChief Compliance OfficerUnder 5%2024
Scott Erwin ControlChief Operations OfficerUnder 5%2024

Frequently asked questions

How much does Cain, Watters & Associates, LLC manage?

Cain, Watters & Associates, LLC reports $5 billion in regulatory assets under management on its Form ADV.

How many employees does Cain, Watters & Associates, LLC have?

Cain, Watters & Associates, LLC reports 341 employees.

Where is Cain, Watters & Associates, LLC located?

Cain, Watters & Associates, LLC is based in Frisco, TX and has been SEC-registered since 1991.

Does Cain, Watters & Associates, LLC disclose fund performance?

Cain, Watters & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address17 Cowboys Way, Suite 300, Frisco, TX 75034
Phone972-233-3323
Fax972- 943-0670
Office hours8:30a.m. To 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1860257
Discloses disciplinary historyNo

Regulatory AUM

$5.04B▲ 19%
Mar '25 — $4.24BApr '25 — $4.24BMay '25 — $4.24BJun '25 — $4.24BJul '25 — $4.24BAug '25 — $4.24BSep '25 — $4.24BOct '25 — $4.24BNov '25 — $4.24BDec '25 — $4.24BJan '26 — $4.24BFeb '26 — $4.24BMar '26 — $5.04BApr '26 — $5.04BMay '26 — $5.04BJun '26 — $5.04B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 2%
More than 98% of 16,825 advisers

Assets under management

$5.04Bregulatory AUM
Discretionary $2.38BNon-discretionary $2.65B