$1.4B Total AUM
$747.9M Disc. AUM
-- 3Y CAGR
20 Employees
2,399 ADV. Clients
50 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Security Benefit
- Clients
- Retail and Institutional
- Platforms
- Legacy
- Established Date
- 02-27-1976
- Office Locations
- 4
Office Locations
1100 9TH Street Unit I Vienna WV
1300 Chapline Street Wheeling WV
179 East Main Street First Floor Barnesville OH
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.
Team overview
51 AVG AGE
$99.2M AVG AUM / ADVISOR
$578.8K AVG AUM / CLIENT
16.8 yrs AVG TENURE
20 Employees
14 Advisory Reps
20 RIA Reps
50yrs Firm Age
Insights
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Asset Classes
Peak vertex Signal Vital Foundation Foundation Signal horizon
Client Personas
Element alpha Foundation Eagle quantum
Custodian
Oak Ridge alpha Zenith Meridian pioneer Capital beacon Pioneer frontier Foundation Foundation Harbor Harbor horizon
Fund Managers
Meridian wave
Investment Themes
Quantum North insight Signal Bridge Signal
Investment Vehicles
Peak Glacier pioneer Fusion radial
Services
Insight Ember Unison Bridge signal Optima Momentum peak Glacier North signal Element Harbor crest Momentum Ridge horizon Glacier
Technology
Element
Owner & Executives
M
MICHAEL THOMPSON BARICKMAN
DIRECTOR, Vice President
- CRD
- #1535665
- Ownership
- Less than 5%
(764) 529-3632
meridian.element@radialcapital.com
in linkedin.com/in/momentum-focus
T
TIMOTHY MORGAN BIDWELL
Chief Compliance Officer, Chief Financial Officer, DIRECTOR, EXECUTIVE VICE PRESIDENT, Investment Advisor
- CRD
- #4296834
- Ownership
- Less than 5%
(217) 432-5738
matrix.insight@northcapital.com
in linkedin.com/in/zenith-foundation
F
Focus horizon
Frontier value
- CRD
- #41530
- Ownership
- 25.2%
(791) 585-3574
timber.alpha@peakcapital.com
in linkedin.com/in/momentum-meridian
Showing 2 of 6 owners & executives
Unlock allContacts
C
Craig W Allen
--
- CRD
- #7752509
(924) 951-7027
element.element@foundationcapital.com
in linkedin.com/in/element-eagle
J
JOSHUA EARL BRAUNLICH
Financial Advisor
- CRD
- #4988342
(450) 390-1946
unison.crest@optimacapital.com
in linkedin.com/in/ridge-radial
T
Timber ridge
Wave fusion pioneer
- CRD
- #48399
(393) 259-4858
catalyst.eagle@insightcapital.com
in linkedin.com/in/oak-vital
Showing 2 of 22 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $1,388,534,202
Equity - Exchange:
9.4% Public Funds:
29.3% Cash:
6.8% Corporate - Investment Grade:
16.7% Other:
23.8% Municipal Bonds:
14.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $323,962,633 | 9.4% |
| Public Funds | $1,009,798,421 | 29.3% |
| Cash | $234,355,948 | 6.8% |
| Corporate - Investment Grade | $575,550,636 | 16.7% |
| Other | $820,245,816 | 23.8% |
| Municipal Bonds | $482,497,539 | 14.0% |
| Total | $3,446,410,993 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON PRIME | CATALYST ALPHA | 388PE5F5G | KSDMZ | 7.99% | $106,641,271 |
| VECTOR UNISON CAPITAL | CREST FUSION | 7SBSXHNEL | NEQD | 3.25% | $93,255,108 |
| CAPITAL MOMENTUM VERTEX | DELTA UNISON | JWU4H8FE0 | VIF | 11.56% | $97,284,044 |
| PRIME OPTIMA BRIDGE | LEGACY QUANTUM | NKKY2LTPM | PGHK | 4.45% | $81,638,187 |
| VALUE MERIDIAN LEGACY | FOCUS VITAL | M6CLNWU2P | GXEI | 10.02% | $9,670,688 |
| CAPITAL ZENITH EMBER | VALUE MERIDIAN | 4LJ6RP55T | FPGT | 3.55% | $30,162,678 |
| DELTA OPTIMA | CREST VITAL | B1ZYY9MLP | JMAG | 1.71% | $32,366,058 |
| EAGLE FOUNDATION | MOMENTUM PIONEER | R4JWNWIQP | CGZK | 10.29% | $59,005,743 |