Data / Investment advisers / Texas / The Watchman Group, Inc.
The Watchman Group, Inc., Plano, TX: $640 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
The Watchman Group, Inc. is an SEC registered investment adviser with its main office in Plano, Texas and reports $640 million in regulatory assets under management in its Form ADV filed March 5, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch The Watchman Group, Inc. (CRD number 133690): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 133690
- SEC file number
- 801-63818
- SEC status
- Approved, effective January 14, 2005
- Main office
- 5045 Lorimar Drive Suite 200, Plano, TX 75093
- Phone
- (469) 241-0122
- Website
- watchmangroup.com
- Regulatory AUM
- $639,740,168 in the Form ADV filed March 5, 2026
- Discretionary AUM
- $633,574,551
- Non discretionary AUM
- $6,165,617
- Accounts
- 1,128
- Employees
- 8, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 5, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 144 | $582.5 million |
| Individuals (other than high net worth individuals) | 117 | $50.4 million |
| Charitable organizations | 3 | $4.1 million |
| Other investment advisers | 2 | $2.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $639.7 million | March 5, 2026 |
| December 1, 2025 | $576.2 million | February 21, 2025 |
Other advisers in Plano
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Moss, Luse & Womble, LLC | Plano | $803.2 million | Not listed | adviserinfo.sec.gov |
| Urban Fund Management, LLC | Plano | $767.8 million | 8 | adviserinfo.sec.gov |
| Wealthstar Advisors, LLC | Plano | $723.6 million | Not listed | adviserinfo.sec.gov |
| Dash Investments | Plano | $681.6 million | Not listed | adviserinfo.sec.gov |
| Valinor Wealth Management | Plano | $678.3 million | Not listed | adviserinfo.sec.gov |
| Nexus One Financial Advisors LLC | Plano | $552 million | Not listed | adviserinfo.sec.gov |
| TFR Capital | Plano | $403.1 million | Not listed | adviserinfo.sec.gov |
| CMG Wealth Management | Plano | $379.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Plano, TX
- Investment advisers in Texas
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- The Watchman Group, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.