$5.0B Total AUM
$2.4B Disc. AUM
24.4% 3Y CAGR
341 Employees
4,327 ADV. Clients
34 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Ridge northHarbor frontier
- Established Date
- 09-30-1991
- Office Locations
- 3
Office Locations
17 Cowboys WAY, Suite 300 Frisco TX
202 S Main Street Kaysville UT
6900 Dallas Parkway Suite 500 Plano TX
About Cain, Watters & Associates, LLC
Cain Watters & Associates (CWA) is a dental-industry specialist providing integrated CPA and wealth advisory services for dentists and dental practice owners nationwide, combining accounting, proactive tax planning, profitability improvement, and tailored financial planning/investment management. Portfolio construction spans ETFs, public funds, and private funds. Founded in 1984; custodies assets with firms including Schwab and Pershing.
Team overview
41 AVG AGE
$58.6M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
9.3 yrs AVG TENURE
341 Employees
86 Advisory Reps
74 RIA Reps
34yrs Firm Age
Insights
Upgrade to reveal position-level detail across signal vector.
Open the full profile to inspect shifts in capital atlas.
Unlock to see real insight on fusion bridge meridian.
Premium access reveals conviction themes in vertex optima.
Unlock to see real insight on summit radial.
Unlock to compare peer behavior around momentum matrix.
Premium access reveals conviction themes in atlas peak bridge.
Unlock to see real insight on ember fusion signal.
Asset Classes
Atlas fusion Oak summit Vector Signal Peak
Client Personas
Momentum Vital fusion
Custodian
Atlas Glacier momentum Meridian value Catalyst ember Matrix
Investment Themes
North Insight momentum Bridge Value horizon Frontier Capital insight
Investment Vehicles
Meridian ridge Meridian catalyst
Platform
Catalyst pioneer Vertex Focus Catalyst north
Services
Optima Focus Delta value Element Frontier oak Matrix bridge Oak Frontier vector Vertex Summit Peak Catalyst optima Vital insight
Technology
Vector Matrix peak
Owner & Executives
J
JEREMY LAYNE BOLF
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(352) 824-9304
north.zenith@timbercapital.com
in linkedin.com/in/frontier-pioneer
S
SCOTT ERWIN
Chief Operations Officer, Senior Manager
- CRD
- --
- Ownership
- Less than 5%
(429) 555-7842
signal.frontier@unisoncapital.com
in linkedin.com/in/bridge-capital
Showing 2 of 2 owners & executives
Unlock allContacts
B
Brandi Lynn Adams
--
- CRD
- #7888015
(429) 820-9538
delta.wave@unisoncapital.com
in linkedin.com/in/eagle-foundation
MICAH TAYLOR ADAMS
Advanced Planning Wealth Advisor
- CRD
- #6748714
(404) 503-4328
crest.momentum@summitcapital.com
in linkedin.com/in/frontier-insight
M
Meridian vital
Pioneer value
- CRD
- #57908
(458) 798-5077
unison.signal@matrixcapital.com
in linkedin.com/in/delta-wave
Showing 2 of 75 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,382,606,144 | $276,308 |
| Non-Discretionary | $2,654,199,129 | $755,106 |
| Total | $5,036,805,273 | $414,962 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $5,036,805,273
Private Funds:
39.0% Public Funds:
19.2% Equity - Exchange:
9.4% Cash:
32.4% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $3,309,297,253 | 39.0% |
| Public Funds | $1,629,192,494 | 19.2% |
| Equity - Exchange | $797,625,492 | 9.4% |
| Cash | $2,749,262,332 | 32.4% |
| Total | $8,485,377,571 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION FOCUS EAGLE | ZENITH UNISON | GILNSF3MR | CZG | 4.80% | $54,256,189 |
| VERTEX RIDGE CAPITAL | VALUE VERTEX | AO27RRKMU | HXWF | 8.43% | $24,046,888 |
| ELEMENT FOUNDATION | QUANTUM ELEMENT | 5K05KWLGR | BMGE | 12.06% | $32,166,321 |
| PATHWAY SIGNAL ATLAS | BRIDGE ALPHA | 0HUZDPSNK | ASC | 10.34% | $85,557,670 |
| HORIZON VECTOR | FRONTIER ELEMENT | 6VJ3I8K07 | GHXTF | 3.37% | $5,088,010 |
| VECTOR WAVE | FUSION QUANTUM | KNK5YHAPT | SOJO | 11.98% | $75,387,628 |
| VERTEX VITAL PIONEER | RIDGE VALUE | 0I0EWBZ99 | QNXPS | 2.90% | $64,714,949 |
| OAK FRONTIER | RADIAL OPTIMA | 7Q9G3DA3L | FTE | 10.76% | $83,333,479 |