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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

THE WATCHMAN GROUP, INC.

CRD 133690

PLANO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f678f90b-9275-d13d-c1ff-7053e99b717c

Data as of Mar 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Mar 29, 2012 to Mar 5, 2026
34 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $640MItem 5.F on the latest filing (2026-03-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $634M
Private client RAUM: $633MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $128Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,128
Individual clients: 117
High net worth clients: 144
Custody, client assets: $317M
SEC number: 801-63818
CRD: 133690
Filings on the tape: 34
First filed: Mar 29, 2012
Latest filed: Mar 5, 2026
Organised: Corporation, TX
Website: watchmangroup.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MARK GLENHELM ROBINSON	n/a	PLANO, TX	21	31	1	no
CHRISTOPHER THERRELL TROSETH	Certified Financial Planner	PLANO, TX	13	31	1	no
MATTHEW EDWARD FITZSIMMONS	n/a	PLANO, TX	9	26	3	no
JAMES MARSH TORREY	n/a	PLANO, TX	7	43	1	no
Andrew Herzog	Certified Financial Planner	PLANO, TX	3	14	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ROBINSON, MARK, GLENHELM	PRESIDENT / CHIEF COMPLIANCE OFFICER	E	yes	10/2004	Mar 29, 2012	Apr 1, 2024
FITZSIMMONS, MATTHEW, EDWARD	Shareholder	B	no	02/2021	Feb 23, 2021	Apr 1, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 5, 2026	$640M	$634M	8	4	0	n/a	n/a
2024	Feb 21, 2025	$576M	$565M	8	4	0	n/a	n/a
2023	Mar 8, 2024	$533M	$533M	7	4	0	n/a	n/a
2022	Mar 6, 2023	$451M	$451M	7	4	0	n/a	n/a
2021	Mar 7, 2022	$506M	$506M	7	4	0	n/a	n/a
2020	Feb 23, 2021	$401M	$401M	7	4	0	n/a	n/a
2019	Jan 28, 2020	$355M	$355M	7	4	0	n/a	n/a
2018	Jan 25, 2019	$227M	$227M	5	3	0	n/a	n/a
2017	Feb 23, 2018	$231M	$231M	5	3	0	n/a	n/a
2016	Mar 20, 2017	$187M	$187M	3	2	n/a	n/a	n/a
2015	Mar 17, 2016	$173M	$173M	4	2	n/a	n/a	n/a
2014	Mar 7, 2015	$172M	$172M	3	2	n/a	n/a	n/a
2013	Mar 10, 2014	$155M	$155M	3	2	n/a	n/a	n/a
2012	Mar 28, 2013	$118M	$118M	4	3	n/a	n/a	n/a
2011	Mar 29, 2012	$103M	$103M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$640M	$576M	11.0%	$451M	12.3%	8	8	0	0

Relationships

Registered with (6)

← Andrew HerzogAdvisorregistration: current employment
Jun 22, 2023 to presentfactForm ADV
← JAMES MARSH TORREYAdvisorregistration: current employment
Feb 2, 2019 to presentfactForm ADV
← MATTHEW EDWARD FITZSIMMONSAdvisorregistration: current employment
Jun 9, 2017 to presentfactForm ADV
← CHRISTOPHER THERRELL TROSETHAdvisorregistration: current employment
Jan 18, 2013 to presentfactForm ADV
← MARK GLENHELM ROBINSONAdvisorregistration: current employment
Jan 14, 2005 to presentfactForm ADV
← NATHAN WESLEY OHLINGERAdvisorregistration: previous registration
Nov 16, 2010 to Aug 20, 2013factForm ADV

Controls (1)

← ROBINSON, MARK, GLENHELMOwnerPRESIDENT / CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 29, 2012 to Apr 1, 2024factForm ADV

Owns (1)

← FITZSIMMONS, MATTHEW, EDWARDOwnerSHAREHOLDER, ownership code B, individual
Feb 23, 2021 to Apr 1, 2024factForm ADV

Dated events

Occurred
Mar 7, 2022
Regulatory AUM changed
The Watchman Group, Inc. reported RAUM $505.9M, up 26% from $400.7M (2021-11-12 to 2022-03-07)
Form ADVobserved 4 days ago
$105M
Occurred
Feb 23, 2021
Control person left
Leigh Janell Robinson (Shareholder) no longer on Schedule A of The Watchman Group, Inc. (listed 2021-01-12, absent 2021-02-23)
Form ADVobserved 4 days ago
Occurred
Jan 28, 2020
Regulatory AUM changed
The Watchman Group, Inc. reported RAUM $354.8M, up 56% from $227.3M (2019-05-16 to 2020-01-28)
Form ADVobserved 4 days ago
$128M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f678f90b-9275-d13d-c1ff-7053e99b717c
First observed: Mar 29, 2012
Last observed: Mar 5, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

THE WATCHMAN GROUP, INC.

CRD 133690

PLANO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f678f90b-9275-d13d-c1ff-7053e99b717c

Data as of Mar 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:42 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARK GLENHELM ROBINSON

n/a

PLANO, TX

CHRISTOPHER THERRELL TROSETH

Certified Financial Planner

PLANO, TX

MATTHEW EDWARD FITZSIMMONS

n/a

PLANO, TX

JAMES MARSH TORREY

n/a

PLANO, TX

Andrew Herzog

Certified Financial Planner

PLANO, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ROBINSON, MARK, GLENHELM

PRESIDENT / CHIEF COMPLIANCE OFFICER

yes

10/2004

Mar 29, 2012

Apr 1, 2024

FITZSIMMONS, MATTHEW, EDWARD

Shareholder

02/2021

Feb 23, 2021

Apr 1, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 5, 2026

$640M

$634M

n/a

2024

Feb 21, 2025

$576M

$565M

n/a

2023

Mar 8, 2024

$533M

n/a

2022

Mar 6, 2023

$451M

n/a

2021

Mar 7, 2022

$506M

n/a

2020

Feb 23, 2021

$401M

n/a

2019

Jan 28, 2020

$355M

n/a

2018

Jan 25, 2019

$227M

n/a

2017

Feb 23, 2018

$231M

n/a

2016

Mar 20, 2017

$187M

n/a

2015

Mar 17, 2016

$173M

n/a

2014

Mar 7, 2015

$172M

n/a

2013

Mar 10, 2014

$155M

n/a

2012

Mar 28, 2013

$118M

n/a

2011

Mar 29, 2012

$103M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$640M

$576M

11.0%

$451M

12.3%