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| The Watchman Group Inc
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|---|---|
| CRD # | 133690 |
| SEC # | 801-63818 |
| CIK # | 0001748726 |
| AUM | 639.7 M (2026-03-05) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 469-241-0122 |
| Address | 5045 Lorimar Drive Plano, TX 75093 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 7.4 | ||
| Tesla Motors Inc | 6.0 | ||
| Amphenol Corp /DE/ | 5.7 | ||
| Alphabet Inc | 5.7 | ||
| Microsoft Corp | 5.0 | ||
| Stryker Corp | 5.0 | ||
| Westinghouse Air Brake Technologies Corp | 5.0 | ||
| Texas Pacific Land Corp | 4.5 | ||
| General Dynamics Corp | 4.5 | ||
| Visa Inc | 4.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 117 | 50.4 |
| (b) Individuals (high net worth individuals) | 144 | 582.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 4.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 2 | 2.7 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,128 | 639.7 |
| By Discretionary | ||
| Discretionary | 1,100 | 633.6 |
| Non-Discretionary | 28 | 6.2 |
| Total | 1,128 | 639.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 639.7 | |
| Total | 1,128 | 639.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001748726] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
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|
SK Wealth Management LLC
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|
Scott & Selber Inc Capital Management
✚
|
TX | 637.9 M |