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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| ROBINSON, JANELL, LEIGH | I | SHAREHOLDER | D | Control |
| ROBINSON, JANELL, LEIGH | I | SHAREHOLDER | D | Control |
| ROBINSON, JANELL, LEIGH | I | SHAREHOLDER | D | Control |
| ROBINSON, JANELL, LEIGH | I | SHAREHOLDER | D | Control |
| ROBINSON, JANELL, LEIGH | I | SHAREHOLDER | D | Control |
| ROBINSON, JANELL, LEIGH | I | SHAREHOLDER | D | Control |
| ROBINSON, JANELL, LEIGH | I | SHAREHOLDER | D | Control |
| ROBINSON, JANELL, LEIGH | I | SHAREHOLDER | D | Control |
| ROBINSON, JANELL, LEIGH | I | SHAREHOLDER | D | Control |
| ROBINSON, JANELL, LEIGH | I | SHAREHOLDER | D | Control |
| ROBINSON, JANELL, LEIGH | I | SHAREHOLDER | D | Control |
| ROBINSON, JANELL, LEIGH | I | SHAREHOLDER | D | Control |
| ROBINSON, JANELL, LEIGH | I | SHAREHOLDER | D | Control |
| ROBINSON, JANELL, LEIGH | I | SHAREHOLDER | D | Control |
| ROBINSON, JANELL, LEIGH | I | SHAREHOLDER | D | Control |
| ROBINSON, JANELL, LEIGH | I | SHAREHOLDER | D | Control |
| ROBINSON, JANELL, LEIGH | I | SHAREHOLDER | D | Control |
| ROBINSON, JANELL, LEIGH | I | SHAREHOLDER | D | Control |
| ROBINSON, JANELL, LEIGH | I | SHAREHOLDER | D | Control |
| ROBINSON, JANELL, LEIGH | I | SHAREHOLDER | D | Control |
| ROBINSON, JANELL, LEIGH | I | SHAREHOLDER | D | Control |
| ROBINSON, JANELL, LEIGH | I | SHAREHOLDER | D | Control |
| ROBINSON, JANELL, LEIGH | I | SHAREHOLDER | D | Control |
| ROBINSON, JANELL, LEIGH | I | SHAREHOLDER | D | Control |
| ROBINSON, JANELL, LEIGH | I | SHAREHOLDER | D | Control |
| ROBINSON, JANELL, LEIGH | I | SHAREHOLDER | D | Control |
| ROBINSON, JANELL, LEIGH | I | SHAREHOLDER | D | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| ROBINSON, MARK, GLENHELM | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| FITZSIMMONS, MATTHEW, EDWARD | I | SHAREHOLDER | B | |
| FITZSIMMONS, MATTHEW, EDWARD | I | SHAREHOLDER | B | |
| FITZSIMMONS, MATTHEW, EDWARD | I | SHAREHOLDER | B | |
| FITZSIMMONS, MATTHEW, EDWARD | I | SHAREHOLDER | A | |
| FITZSIMMONS, MATTHEW, EDWARD | I | SHAREHOLDER | A | |
| FITZSIMMONS, MATTHEW, EDWARD | I | SHAREHOLDER | A | |
| FITZSIMMONS, MATTHEW, EDWARD | I | SHAREHOLDER | A | |
| FITZSIMMONS, MATTHEW, EDWARD | I | SHAREHOLDER | A | |
| FITZSIMMONS, MATTHEW, EDWARD | I | SHAREHOLDER | A | |
| FITZSIMMONS, MATTHEW, EDWARD | I | SHAREHOLDER | A |
Registrations
Federal
IA
Feb 14, 2025 REGISTERED
Notice Filings (9)
CA CO FL GA LA NC NH TX VA
Address
5045 LORIMAR DRIVESUITE 200
PLANO, TX 75093
United States
Phone: 469-241-0122