AdvisorCensus / Financial advisors / Virginia / Richmond / Watch Hill Financial Inc
Watch Hill Financial Inc is an SEC-registered investment advisory firm in Richmond, VA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 17, 2026.
Quick answers
From the filingHow is Watch Hill Financial Inc compensated?
On its Form ADV (Item 5.E, October 2026), Watch Hill Financial Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Watch Hill Financial Inc charge?
Its Form ADV Part 2A brochure dated July 27, 2026 states: Flat fee: $1,000 to $5,000 (financial plan); Hourly rate: $200 an hour (financial planning services); Flat fee: $5,000 (financial consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Watch Hill Financial Inc located?
Watch Hill Financial Inc's principal office is in Richmond, VA, according to its Form ADV.
Is Watch Hill Financial Inc registered with the SEC or a state?
Watch Hill Financial Inc is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 343646.
How much does Watch Hill Financial Inc manage?
Watch Hill Financial Inc reports $0 in regulatory assets under management in its Form ADV filing dated September 17, 2026.
Does Watch Hill Financial 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/343646
Does Watch Hill Financial Inc state an account minimum?
Its Form ADV Part 2A brochure dated July 27, 2026 says: "For individual accounts, our minimum relationship opening balance is $1,000,000, which may be negotiable based upon certain circumstances."
What changed in Watch Hill Financial Inc's recent Form ADV filings?
In the September 2026 filing data: Newly registered with the SEC.
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 2AAccount minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
For individual accounts, our minimum relationship opening balance is $1,000,000, which may be negotiable based upon certain circumstances.
Flat fee: $1,000 to $5,000 (financial plan)
The brochure's wording
Typically, we charge a flat fee from $1000 to $5,000 depending on the complexity of the situation and planning.
Hourly rate: $200 an hour (financial planning services)
The brochure's wording
We also may charge an hourly fee up to $200 an hour. These rates may be negotiated at the sole discretion of Watch Hill Financial.
Flat fee: $5,000 (financial consulting services)
The brochure's wording
The Firm offers financial consulting services based on a negotiated fixed fee up to $5000 relative to the complexity and unique Client needs.
As stated in the firm's Form ADV Part 2A brochure dated July 27, 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$0 as of October 2026, filing dated September 17, 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
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: 120-Day Approval.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
2 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
Changes in the filing
Last 12 months- September 2026
- Newly registered with the SEC.
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. Watch Hill Financial Inc (CRD 343646): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/watch-hill-financial-inc-richmond-va-343646