THE WATCHMAN GROUP, INC.
Adviser information for THE WATCHMAN GROUP, INC. last updated from Form ADV on March 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Texas, United States |
Employees
Total Number of Employees | 7 |
---|---|
Investment Advisory/Research | 4 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 4 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 930 | $533.1M |
Non-Discretionary | 0 | $0 |
Total | 930 | $533.1M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 129 | $49.4M |
HNW Individuals | 127 | $469.7M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | <5 | $14.0M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 251-500 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUMHourly chargesFixed fees |
Principal Office
5045 LORIMAR DRIVESUITE 200
PLANO
TX
United States
Monday - Friday, 8:30 - 5:00 CT
Tel: 469-241-0122, Fax: 469-718-0443
Websites
Chief Compliance Officer
MARK G. ROBINSON
PRESIDENT
5045 LORIMAR DRIVE
SUITE 200
PLANO
TX
United States
Tel:
469-241-0122
Fax:
469-718-0443
M***@****************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
ROBINSON, MARK, GLENHELM | Individual | – | PRESIDENT / CHIEF COMPLIANCE OFFICER | 10/2004 | > 75% |
FITZSIMMONS, MATTHEW, EDWARD | Individual | – | SHAREHOLDER | 02/2021 | 5-10% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
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---|---|---|---|---|
Accenture PLC A | SHS CLASS A | 4M | 14K | – |
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Cummins Inc | COM | 4M | 14K | – |
D.R. Horton Inc | COM | 4M | 28K | – |
DFA Emerging Markets Core Equity 2 ETF | ETF | 10M | 358K | – |
DFA US Core Equity 2 ETF | ETF | 28M | 880K | – |
DFA US Targeted Value ETF | ETF | 24M | 458K | – |
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Exxon Mobil Corp | COM | 296K | 3K | – |
Fidelity Total Bond ETF | ETF | 8M | 174K | – |
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Freedom 100 Emerging Markets ETF | ETF | 7M | 199K | – |
Generac Holdings Inc | COM | 4M | 27K | – |
General Dynamics | COM | 5M | 16K | – |
Intuit Inc | COM | 5M | 8K | – |
Invesco Galaxy Bitcoin ETF | ETF | 227K | 4K | – |
Invesco Short Term Treasury ETF | ETF | 1M | 10K | – |
iShares 0-3 Month Treasury Bond ETF | ETF | 5M | 48K | – |
iShares Barclay Aggregate | ETF | 238K | 2K | – |
iShares Core S&P Mid-Cap ETF | ETF | 5M | 78K | – |
iShares Core S&P Small-Cap ETF | ETF | 3M | 30K | – |
iShares Core S&P US Value ETF | ETF | 868K | 10K | – |
iShares Core US Growth ETF | ETF | 4M | 30K | – |
iShares MSCI EAFE Growth ETF | ETF | 781K | 8K | – |
iShares Russell 1000 Value | ETF | 347K | 2K | – |
iShares S&P Midcap 400 Growth | ETF | 3M | 34K | – |
iShares Trust 1-3 Yr Treasury Index Fd ETF | ETF | 27M | 336K | – |
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Markel Corp | COM | 4M | 2K | – |
McDonalds Corp | COM | 282K | 1K | – |
Merck & Co | COM | 394K | 3K | – |
Microchip Technology Inc | COM | 4M | 40K | – |
Microsoft Corp | COM | 7M | 16K | – |
NVR Inc | COM | 3M | 440 | – |
NXP Semiconductors | COM | 4M | 16K | – |
PACCAR Inc | COM | 4M | 43K | – |
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PIMCO Short Term Municipal Bond Actv ETF | ETF | 624K | 13K | – |
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Simplify MBS ETF | ETF | 26M | 515K | – |
SPDR DoubleLine Emerg Mkts Fxd Inc ETF | ETF | 2M | 43K | – |
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T Rowe Price Small Mid Cap ETF | ETF | 971K | 32K | – |
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Vanguard Dividend Appreciation ETF | ETF | 294K | 2K | – |
Vanguard Short-Term Tax-Exempt Bond ETF | ETF | 874K | 9K | – |
Vanguard Short-Term Bond ETF | ETF | 5M | 66K | – |
Vanguard Ftse Dev Mkts ETF | ETF | 369K | 7K | – |
Vanguard Tax-Exempt Bond ETF | ETF | 3M | 51K | – |
Vanguard 500 ETF | ETF | 792K | 2K | – |
Vanguard Total Stock Mkt ETF | ETF | 207K | 774 | – |
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