{"url":"https://nivawealth.com/firms/the-watchman-group-133690","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/133690","regulatoryAum":639740168,"crd":"133690","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3235326","suffix":null,"lastName":"FITZSIMMONS","firstName":"MATTHEW","middleName":"EDWARD"},{"crd":"7239652","suffix":null,"lastName":"Herzog","firstName":"Andrew","middleName":null},{"crd":"2613001","suffix":null,"lastName":"ROBINSON","firstName":"MARK","middleName":"GLENHELM"},{"crd":"1507463","suffix":null,"lastName":"TORREY","firstName":"JAMES","middleName":"MARSH"},{"crd":"1836618","suffix":null,"lastName":"TROSETH","firstName":"CHRISTOPHER","middleName":"THERRELL"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-04","regulatoryAum":400705711,"clients":222,"employees":7,"offices":1},{"filedOn":"2022-03-07","regulatoryAum":505859384,"clients":243,"employees":7,"offices":1},{"filedOn":"2023-03-06","regulatoryAum":451116226,"clients":262,"employees":7,"offices":1},{"filedOn":"2024-04-01","regulatoryAum":533081617,"clients":259,"employees":8,"offices":1},{"filedOn":"2025-02-21","regulatoryAum":576225767,"clients":270,"employees":8,"offices":1},{"filedOn":"2026-03-05","regulatoryAum":639740168,"clients":266,"employees":8,"offices":1}],"secFileNumber":"801-63818","legalName":"The 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They include 144 high-net-worth individuals, 117 individual clients and 3 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 5 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does The Watchman Group offer?","answer":"The Watchman Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, education planning, estate planning, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does The Watchman Group charge?","answer":"The Watchman Group charges 0.25%–1.25% a year for its Compensation for Advisory Services. The fee is billed in advance and is negotiable.","source":"ADV PART 2A- THE WATCHMAN GROUP, INC., filed 5 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does The Watchman Group use?","answer":"The Watchman Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $607M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does The Watchman Group have?","answer":"The Watchman Group has 4 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does The Watchman Group invest in?","answer":"At the end of its last fiscal year, The Watchman Group’s separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 25% exchange-traded equities, 2% state and local bonds, 2% cash and equivalents, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: Gold, Corp Reit, Private Investments.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns The Watchman Group?","answer":"The Watchman Group’s direct owners are Mark Robinson (75% or more) and Matthew Fitzsimmons (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 5 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does The Watchman Group get paid?","answer":"The Watchman Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is The Watchman Group registered with the SEC?","answer":"Yes, The Watchman Group has been registered with the SEC as an investment adviser since 14 January 2005. Its CRD number is 133690 and its SEC file number is 801-63818.","source":"Form ADV Part 1A, Item 1, filed 5 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact The Watchman Group?","answer":"The Watchman Group’s main office is at 5045 Lorimar Drive, Suite 200, Plano, TX 75093. Its phone number is 469-241-0122. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}