Overview
Assets Under Management: $185 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 48
Average Client Assets: $3 million
Frequently Asked Questions
WATERCOLOR FINANCIAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #327254), WATERCOLOR FINANCIAL is subject to fiduciary duty under federal law.
WATERCOLOR FINANCIAL is headquartered in AUSTIN, TX.
WATERCOLOR FINANCIAL serves 48 high-net-worth clients according to their SEC filing dated January 21, 2026. View client details ↓
According to their SEC Form ADV, WATERCOLOR FINANCIAL offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
WATERCOLOR FINANCIAL manages $185 million in client assets according to their SEC filing dated January 21, 2026.
According to their SEC Form ADV, WATERCOLOR FINANCIAL serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.47
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 513
Discretionary Accounts: 513
Regulatory Filings
CRD Number: 327254
Filing ID: 2043253
Last Filing Date: 2026-01-21 07:28:41