CBM FINANCIAL, LLC
Legal name: WATERCOLOR FINANCIAL
CRD #327254 SEC #801-128561 AUSTIN, TX 512-250-1544
SEC Registered
Total AUM
$184.8M
Discretionary
$184.8M
Employees
3
Clients
0
Accounts
513
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 19, 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 |
|---|---|---|---|---|
| DOBBS, HAL, BLECKLEY | I | CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBS, HAL, BLECKLEY | I | CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBS, HAL, BLECKLEY | I | CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBS, HAL, BLECKLEY | I | CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBS, HAL, BLECKLEY | I | CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBS, HAL, BLECKLEY | I | CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBS, HAL, BLECKLEY | I | CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBS, HAL, BLECKLEY | I | CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBS, HAL, BLECKLEY | I | CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBS, HAL, BLECKLEY | I | CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBS, HAL, BLECKLEY | I | CHIEF COMPLIANCE OFFICER | C | Control |
| GRANGE, CATHRYN | I | MEMBER OF LLC | C | Control |
| GRANGE, CATHRYN | I | MEMBER OF LLC | C | Control |
| GRANGE, CATHRYN | I | MEMBER OF LLC | C | Control |
| GRANGE, CATHRYN | I | MEMBER OF LLC | C | Control |
| GRANGE, CATHRYN | I | MEMBER OF LLC | C | Control |
| GRANGE, CATHRYN | I | MEMBER OF LLC | C | Control |
| GRANGE, CATHRYN | I | MEMBER OF LLC | C | Control |
| GRANGE, CATHRYN | I | MEMBER OF LLC | C | Control |
| GRANGE, CATHRYN | I | MEMBER OF LLC | C | Control |
| GRANGE, CATHRYN | I | MEMBER OF LLC | C | Control |
| GRANGE, CATHRYN | I | MEMBER OF LLC | C | Control |
| POORE, MEGAN, KELLY | I | MEMBER OF LLC | C | Control |
| POORE, MEGAN, KELLY | I | MEMBER OF LLC | C | Control |
| POORE, MEGAN, KELLY | I | MEMBER OF LLC | C | Control |
| POORE, MEGAN, KELLY | I | MEMBER OF LLC | C | Control |
| POORE, MEGAN, KELLY | I | MEMBER OF LLC | C | Control |
| POORE, MEGAN, KELLY | I | MEMBER OF LLC | C | Control |
| POORE, MEGAN, KELLY | I | MEMBER OF LLC | C | Control |
| POORE, MEGAN, KELLY | I | MEMBER OF LLC | C | Control |
| POORE, MEGAN, KELLY | I | MEMBER OF LLC | C | Control |
| POORE, MEGAN, KELLY | I | MEMBER OF LLC | C | Control |
| POORE, MEGAN, KELLY | I | MEMBER OF LLC | C | Control |
Registrations
Federal
IA
Mar 19, 2025 REGISTERED
Notice Filings (2)
NE TX
Address
9600 GREAT HILLS TRAILSUITE 150W
AUSTIN, TX 78759
United States
Phone: 512-250-1544