{
  "crd_number": 316055,
  "slug": "overwatch-advisors-llc-oxford-mi-316055",
  "primary_business_name": "OVERWATCH ADVISORS, LLC",
  "legal_name": "OVERWATCH ADVISORS, LLC",
  "dbas": [],
  "city": "Oxford",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "22420",
  "metro": {
    "cbsa_code": "22420",
    "common_name": "Flint",
    "msa_name": "Flint, MI",
    "path": "/advisors/mi/flint"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2022-12-20",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2023-04-27",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 3,
  "states_registered": [
    "MI"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316055",
  "disclosure_items": [
    {
      "item": "11.A(2)",
      "question": "In the past ten years, has the firm or an advisory affiliate been charged with a felony?"
    },
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "OXFORD",
  "url": "https://advisorcensus.com/firm/overwatch-advisors-llc-oxford-mi-316055",
  "display_name": "Overwatch Advisors, LLC",
  "summary": "Overwatch Advisors, LLC is a state-registered investment advisory firm in Oxford, MI, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 27, 2023.",
  "citation": "AdvisorCensus. Overwatch Advisors, LLC (CRD 316055): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Overwatch Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Overwatch Advisors, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Overwatch Advisors, LLC located?",
      "a": "Overwatch Advisors, LLC's principal office is in Oxford, MI, according to its Form ADV."
    },
    {
      "q": "Is Overwatch Advisors, LLC registered with the SEC or a state?",
      "a": "Overwatch Advisors, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 316055."
    },
    {
      "q": "How much does Overwatch Advisors, LLC manage?",
      "a": "Overwatch Advisors, LLC reports $0 in regulatory assets under management in its Form ADV filing dated April 27, 2023."
    },
    {
      "q": "Does Overwatch Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.A(2) (felony charge in the past ten years), 11.E(2) (self-regulatory organization's finding of a rule violation), and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316055"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/overwatch-advisors-llc-oxford-mi-316055.md",
  "clients": [],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316055",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}