The Watchman Group, Inc.
● SEC registered since 2005CRD 133690SEC# 801-63818Plano, TX
Reg. AUM
$639.7M
Employees
8
Accounts
1,128
Location
Plano, TX
The Watchman Group, Inc. assets under management
The Watchman Group, Inc. operates as an SEC-registered investment adviser based in Plano, TX. The firm has been registered since 2005. It reports $639.7 million in regulatory assets under management and employs 8 people.
The Watchman Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Glenhelm Robinson Control | President / Chief Compliance Officer | Over 75% | 2004 |
| Matthew Edward Fitzsimmons | Shareholder | 10-25% | 2021 |
Frequently asked questions
How much does The Watchman Group, Inc. manage?
The Watchman Group, Inc. reports $639.7 million in regulatory assets under management on its Form ADV.
How many employees does The Watchman Group, Inc. have?
The Watchman Group, Inc. reports 8 employees.
Where is The Watchman Group, Inc. located?
The Watchman Group, Inc. is based in Plano, TX and has been SEC-registered since 2005.
Does The Watchman Group, Inc. disclose fund performance?
The Watchman Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5045 Lorimar Drive, Suite 200, Plano, TX 75093 |
| Phone | 469-241-0122 |
| Fax | 469-718-0443 |
| Office hours | 8:30 - 5:00 Ct |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$639.7M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$639.7Mregulatory AUM
Discretionary $633.6MNon-discretionary $6.2M