AdvisorCensus / Financial advisors / Texas / Dallas / The Watchman Group, Inc.
The Watchman Group, Inc. is an SEC-registered investment advisory firm in Plano, TX, registered since 2005, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 5, 2026.
Quick answers
From the filingHow is The Watchman Group, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), The Watchman Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does The Watchman Group, Inc. charge?
Its Form ADV Part 2A brochure dated March 5, 2026 states: Asset-based fee: 0.25% to 1.25% a year (a range, as the brochure states it); Flat fee: $500 to $10,000 (financial planning and/or consulting services); Hourly rate: $250 to $450 an hour (financial planning and/or consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is The Watchman Group, Inc. located?
The Watchman Group, Inc.'s principal office is in Plano, TX, according to its Form ADV.
Is The Watchman Group, Inc. registered with the SEC or a state?
The Watchman Group, Inc. is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 133690.
How much does The Watchman Group, Inc. manage?
The Watchman Group, Inc. reports $639,740,168 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (99% discretionary).
How have The Watchman Group, Inc.'s assets and staff changed since 2021?
In the Form ADV data for The Watchman Group, Inc.: Regulatory assets under management: $400,705,711 in the October 2021 data and $639,740,168 in the October 2026 data, up 60%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does The Watchman Group, Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (144); individuals (other than high net worth individuals) (117); charitable organizations (3).
Which custodians does The Watchman Group, Inc. use?
The Watchman Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does The Watchman Group, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/133690
Does The Watchman Group, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 5, 2026 says: "TWG generally imposes a beginning minimum portfolio value of $2,000,000 for its investment management services."
What changed in The Watchman Group, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $576,225,767 to $639,740,168 (+11%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.25% to 1.25% a year (a range, as the brochure states it)
The brochure's wording
The annual fee shall vary (between 0.25% and 1.25%) depending upon the market value of the assets under management and the type of investment management services to be rendered.
Account minimum: $2,000,000
The brochure's wording
TWG generally imposes a beginning minimum portfolio value of $2,000,000 for its investment management services.
Flat fee: $500 to $10,000 (financial planning and/or consulting services)
The brochure's wording
Generally, these fees range from $500 to $10,000 on a fixed fee basis and/or $250 - $450 on an hourly basis, depending upon the level and scope of the services and professional rendering the financial planning and/or consulting services.
Hourly rate: $250 to $450 an hour (financial planning and/or consulting services)
The brochure's wording
Generally, these fees range from $500 to $10,000 on a fixed fee basis and/or $250 - $450 on an hourly basis, depending upon the level and scope of the services and professional rendering the financial planning and/or consulting services.
As stated in the firm's Form ADV Part 2A brochure dated March 5, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$639,740,168 as of October 2026, filing dated March 5, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2005 (21 years)
- Employees
- Total: 8. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
9 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $639,740,168 | 8 | March 5, 2026 |
| October 2025 | $576,225,767 | 8 | February 21, 2025 |
| October 2024 | $533,081,617 | 8 | April 1, 2024 |
| October 2023 | $451,116,226 | 7 | March 6, 2023 |
| October 2022 | $505,859,384 | 7 | March 7, 2022 |
| October 2021 | $400,705,711 | 7 | March 4, 2021 |
Regulatory assets under management: $400,705,711 in the October 2021 data and $639,740,168 in the October 2026 data, up 60%.
Total employees: 7 in October 2021 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $576,225,767 to $639,740,168 (+11%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. The Watchman Group, Inc. (CRD 133690): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/the-watchman-group-inc-plano-tx-133690