$85.3M Total AUM
$85.3M Disc. AUM
-- 3Y CAGR
1 Employees
90 ADV. Clients
30 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-08-1996
- Office Locations
- 1
Office Locations
-- Evergreen CO
About Watson Capital Management, Inc.
Watson Capital Management, Inc. is a boutique registered investment adviser serving retail and institutional clients, including entrepreneurs. The firm provides active portfolio construction and asset allocation, with planning support such as insurance/annuities and business succession. Portfolios are implemented primarily with ETFs and public funds across equities, fixed income, and real estate, and are custodied at Charles Schwab.
Team overview
-- AVG AGE
$85.3M AVG AUM / ADVISOR
$948.3K AVG AUM / CLIENT
30.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
G
GREGORY SCOTT WATSON MR.
Chief Compliance Officer, President
- CRD
- #728492
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,262,883 | $386,106 |
| Non-Discretionary | $85,812 | $1,597,581 |
| Total | $85,348,695 | $396,640 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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