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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-14-2005
- Office Locations
- 1
Office Locations
About THE Watchman Group, Inc.
The Watchman Group is a Plano, TX investment advisory firm offering financial planning, investment management, tax analysis and strategy, and family office services, supported by ongoing client education through its blog. The firm works with entrepreneurs and families focused on building and protecting long-term legacies, and commonly implements ETF and mutual-fund based portfolios with custody at Charles Schwab. Recognized by D Magazine as a 2025 Top Wealth Manager.
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Owner & Executives
MARK GLENHELM ROBINSON
Chief Compliance Officer, President
- CRD
- #2613001
- Ownership
- 75% or more
MATTHEW EDWARD FITZSIMMONS
Financial Advisor, General Partner
- CRD
- #3235326
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Andrew Herzog
Associate
- CRD
- #7239652
JAMES MARSH TORREY
Advisor
- CRD
- #1507463
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $633,574,551 | $575,977 |
| Non-Discretionary | $6,165,617 | $220,201 |
| Total | $639,740,168 | $567,146 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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