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THE WATCHMAN GROUP, INC.

PLANO, TX · CRD 133690 · IAPD ↗ · watchmangroup.com · 469-241-0122

$639.7MRegulatory AUM
4Advisory reps
8Employees
0Clients
101-250Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2025 — THE WATCHMAN GROUP, INC. notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — THE WATCHMAN GROUP, INC. reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — THE WATCHMAN GROUP, INC. crossed $500M in regulatory AUM ($451.1M -> $533.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.