THE WATCHMAN GROUP, INC.
CRD #133690 SEC #801-63818 PLANO, TX 469-241-0122
SEC Registered
Total AUM
$576.2M
Discretionary
$564.9M
Employees
8
Clients
101
Accounts
958
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $576.2M | $564.9M | $11.3M | 8 | 5 |
| Feb 2025 | $576.2M | $564.9M | $11.3M | 8 | 5 |
| Apr 2024 | $533.1M | $533.1M | $0 | 8 | 0 |
| Mar 2024 | $533.1M | $533.1M | $0 | 7 | 0 |
| Mar 2023 | $451.1M | $451.1M | $0 | 7 | 16 |
| Mar 2022 | $505.9M | $505.9M | $0 | 7 | 1 |
| Nov 2021 | $400.7M | $400.7M | $0 | 7 | 0 |
| Mar 2021 | $400.7M | $400.7M | $0 | 7 | 0 |
| Feb 2021 | $400.7M | $400.7M | $0 | 7 | 0 |
| Jan 2021 | $354.8M | $354.8M | $0 | 7 | 0 |
| Jun 2020 | $354.8M | $354.8M | $0 | 7 | 0 |
| Feb 2020 | $354.8M | $354.8M | $0 | 7 | 0 |
| Jan 2020 | $354.8M | $354.8M | $0 | 7 | 0 |
| May 2019 | $227.3M | $227.3M | $0 | 7 | 0 |
| Feb 2019 | $227.3M | $227.3M | $0 | 6 | 0 |
| Jan 2019 | $227.3M | $227.3M | $0 | 5 | 0 |
| Jan 2019 | $227.3M | $227.3M | $0 | 5 | 0 |
| Jan 2019 | $227.3M | $227.3M | $0 | 5 | 0 |
| Feb 2018 | $231M | $231M | $0 | 5 | 0 |
| Jun 2017 | $187.4M | $187.4M | $0 | 4 | 156 |
| Jun 2017 | $187.4M | $187.4M | $0 | 4 | 156 |
| Mar 2017 | $187.4M | $187.4M | $0 | 3 | 156 |
| Mar 2016 | $172.7M | $172.7M | $0 | 4 | 100 |
| Jul 2015 | $172.3M | $172.3M | $0 | 4 | 100 |
| Mar 2015 | $172.3M | $172.3M | $0 | 3 | 100 |
| Dec 2014 | $172.2M | $172.1M | $91.6K | 3 | 100 |
| Apr 2014 | $155.3M | $155.2M | $86.4K | 3 | 100 |
| Mar 2014 | $155.3M | $155.2M | $86.4K | 3 | 100 |
| Aug 2013 | $117.9M | $117.9M | $0 | 4 | 125 |
| Mar 2013 | $117.9M | $117.9M | $0 | 4 | 125 |
| Mar 2013 | $117.9M | $117.9M | $0 | 3 | 125 |
| Mar 2012 | $103.2M | $103.2M | $0 | 1 | 125 |
| Feb 2007 | $95.9M | $95.9M | $0 | 5 | -- |
| Feb 2006 | $80.6M | $80.6M | $0 | 5 | -- |
| Jan 2005 | $0 | $0 | $0 | 5 | -- |
DateFeb 2025
Total AUM$576.2M
Discretionary$564.9M
Non-Disc.$11.3M
Employees8
Clients5
DateFeb 2025
Total AUM$576.2M
Discretionary$564.9M
Non-Disc.$11.3M
Employees8
Clients5
DateApr 2024
Total AUM$533.1M
Discretionary$533.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$533.1M
Discretionary$533.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$451.1M
Discretionary$451.1M
Non-Disc.$0
Employees7
Clients16
DateMar 2022
Total AUM$505.9M
Discretionary$505.9M
Non-Disc.$0
Employees7
Clients1
DateNov 2021
Total AUM$400.7M
Discretionary$400.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$400.7M
Discretionary$400.7M
Non-Disc.$0
Employees7
Clients0
DateFeb 2021
Total AUM$400.7M
Discretionary$400.7M
Non-Disc.$0
Employees7
Clients0
DateJan 2021
Total AUM$354.8M
Discretionary$354.8M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$354.8M
Discretionary$354.8M
Non-Disc.$0
Employees7
Clients0
DateFeb 2020
Total AUM$354.8M
Discretionary$354.8M
Non-Disc.$0
Employees7
Clients0
DateJan 2020
Total AUM$354.8M
Discretionary$354.8M
Non-Disc.$0
Employees7
Clients0
DateMay 2019
Total AUM$227.3M
Discretionary$227.3M
Non-Disc.$0
Employees7
Clients0
DateFeb 2019
Total AUM$227.3M
Discretionary$227.3M
Non-Disc.$0
Employees6
Clients0
DateJan 2019
Total AUM$227.3M
Discretionary$227.3M
Non-Disc.$0
Employees5
Clients0
DateJan 2019
Total AUM$227.3M
Discretionary$227.3M
Non-Disc.$0
Employees5
Clients0
DateJan 2019
Total AUM$227.3M
Discretionary$227.3M
Non-Disc.$0
Employees5
Clients0
DateFeb 2018
Total AUM$231M
Discretionary$231M
Non-Disc.$0
Employees5
Clients0
DateJun 2017
Total AUM$187.4M
Discretionary$187.4M
Non-Disc.$0
Employees4
Clients156
DateJun 2017
Total AUM$187.4M
Discretionary$187.4M
Non-Disc.$0
Employees4
Clients156
DateMar 2017
Total AUM$187.4M
Discretionary$187.4M
Non-Disc.$0
Employees3
Clients156
DateMar 2016
Total AUM$172.7M
Discretionary$172.7M
Non-Disc.$0
Employees4
Clients100
DateJul 2015
Total AUM$172.3M
Discretionary$172.3M
Non-Disc.$0
Employees4
Clients100
DateMar 2015
Total AUM$172.3M
Discretionary$172.3M
Non-Disc.$0
Employees3
Clients100
DateDec 2014
Total AUM$172.2M
Discretionary$172.1M
Non-Disc.$91.6K
Employees3
Clients100
DateApr 2014
Total AUM$155.3M
Discretionary$155.2M
Non-Disc.$86.4K
Employees3
Clients100
DateMar 2014
Total AUM$155.3M
Discretionary$155.2M
Non-Disc.$86.4K
Employees3
Clients100
DateAug 2013
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees4
Clients125
DateMar 2013
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees4
Clients125
DateMar 2013
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees3
Clients125
DateMar 2012
Total AUM$103.2M
Discretionary$103.2M
Non-Disc.$0
Employees1
Clients125
DateFeb 2007
Total AUM$95.9M
Discretionary$95.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$80.6M
Discretionary$80.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--