# Overwatch Advisors, LLC

> 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.

- CRD: 316055
- Filed as: OVERWATCH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Oxford, MI
- Filing period: October 2026
- Form ADV filing dated: April 27, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316055
- AdvisorCensus page: https://advisorcensus.com/firm/overwatch-advisors-llc-oxford-mi-316055

## Quick answers

**How is Overwatch Advisors, LLC compensated?**
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.

**Where is Overwatch Advisors, LLC located?**
Overwatch Advisors, LLC's principal office is in Oxford, MI, according to its Form ADV.

**Is Overwatch Advisors, LLC registered with the SEC or a state?**
Overwatch Advisors, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 316055.

**How much does Overwatch Advisors, LLC manage?**
Overwatch Advisors, LLC reports $0 in regulatory assets under management in its Form ADV filing dated April 27, 2023.

**Does Overwatch Advisors, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2022 (3 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.A(2): In the past ten years, has the firm or an advisory affiliate been charged with a felony?
- 11.E(2): 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?
- 11.E(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316055

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Overwatch Advisors, LLC (CRD 316055): Form ADV filing data as of October 2026.