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- Custodian
- Fidelity/NFS ยท Security Benefit
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-27-1976
- Office Locations
- 4
Office Locations
About Hazlett, Burt & Watson, Inc.
Privately owned and independent, Hazlett, Burt & Watson provides wealth and asset management for families and institutional relationships such as endowments, pairing investment management with tax-aware income strategies and planning for retirement, education, estate/wealth transfer, and insurance needs. West Virginia-based and commonly custodied at Fidelity/NFS, the firm runs an ETF-centric approach.
Reported data analysis
What the numbers show
Between November 10, 2025 and March 25, 2026, reported AUM increased 15.9%, from $1.2B to $1.4B.
Across 5 reported observations, AUM increased 25.5% between March 10, 2022 and March 25, 2026, from $1.1B to $1.4B.
Of the latest reported AUM, 53.9% is discretionary and 46.1% is non-discretionary.
The firm reports 14 advisory representatives and 2,399 clients, or 171.4 clients per representative. That equates to $578.8K in reported AUM per client.
The profile lists 4 reported office locations and 50 years in operation. The source data was last updated on March 25, 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
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
MICHAEL THOMPSON BARICKMAN
DIRECTOR, Vice President
- CRD
- #1535665
- Ownership
- Less than 5%
TIMOTHY MORGAN BIDWELL
Chief Compliance Officer, Chief Financial Officer, DIRECTOR, EXECUTIVE VICE PRESIDENT, Investment Advisor
- CRD
- #4296834
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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Craig W Allen
Assistant Controller
- CRD
- #7752509
JOSHUA EARL BRAUNLICH
Financial Advisor
- CRD
- #4988342
Showing 2 of 22 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $747,883,797 | $656,038 |
| Non-Discretionary | $640,650,405 | $508,857 |
| Total | $1,388,534,202 | $578,797 |
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Separately Managed Accounts
SMA allocation detail is available
Hazlett, Burt & Watson, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Hazlett, Burt & Watson, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.