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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-30-1991
- Office Locations
- 4
Office Locations
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.
Reported data analysis
What the numbers show
Between August 26, 2025 and June 4, 2026, reported AUM increased 18.9%, from $4.2B to $5.0B.
Across 5 reported observations, AUM increased 82.9% between March 31, 2022 and June 4, 2026, from $2.8B to $5.0B.
Of the latest reported AUM, 47.3% is discretionary and 52.7% is non-discretionary.
The firm reports 86 advisory representatives and 4,327 clients, or 50.3 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 4 reported office locations and 34 years in operation. The source data was last updated on June 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Cain, Watters & Associates, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JEREMY LAYNE BOLF
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
SCOTT ERWIN
Chief Operations Officer, Senior Manager
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Brandi Lynn Adams
CPA, Financial Planner
- CRD
- #7888015
MICAH TAYLOR ADAMS
Advanced Planning Wealth Advisor
- CRD
- #6748714
Showing 2 of 78 contacts
Unlock allAssets Under Management
| 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 |
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Separately Managed Accounts
SMA allocation detail is available
Cain, Watters & Associates, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Cain, Watters & Associates, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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