# 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.

- CRD: 343646
- Filed as: WATCH HILL FINANCIAL INC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Richmond, VA
- Filing period: October 2026
- Form ADV filing dated: September 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/343646
- AdvisorCensus page: https://advisorcensus.com/firm/watch-hill-financial-inc-richmond-va-343646

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 27, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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)

> 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)

> 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 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 brochure. Fees can differ by service and may be negotiable.

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- watchhillfinancial.com

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Watch Hill Financial Inc (CRD 343646): Form ADV filing data as of October 2026.