W
$234.8M Total AUM
$234.8M Disc. AUM
-- 3Y CAGR
3 Employees
152 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-11-2023
- Office Locations
- 1
Office Locations
9600 Great Hills Trail Suite 150w Austin TX
About Watercolor Financial
Watercolor Financial is a fee-based, locally owned fiduciary wealth management team in Austin, Texas. The firm provides financial planning, investment management, retirement planning, and tax planning to help clients navigate major life transitions. Advisory services are offered through CBM Financial, LLC, an SEC registered investment advisor (Watercolor Financial is a DBA).
Team overview
50 AVG AGE
$78.3M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
3 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
H
HAL BLECKLEY DOBBS JR.
Chief Compliance Officer, Managing Member
- CRD
- #4827211
- Ownership
- 25% but less than 50%
Available
Available
Available
C
CATHRYN GRANGE
Managing Member, Partner
- CRD
- #2668514
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $234,750,441 | $399,916 |
| Non-Discretionary | $0 | -- |
| Total | $234,750,441 | $399,916 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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