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Watson Capital Management, Inc. (Washington)


Watson Capital Management, Inc. is an adviser based in Washington. It manages $45.61 million of regulatory assets for 115 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of District of Columbia, Maryland, and Virginia.

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Watson Capital Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Watson Capital Management: assets under management

The assets under management (AUM) of Watson Capital Management, Inc. is $45.61 million. The firm's AUM has grown by 40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $44.02 million in discretionary accounts and $1.6 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $386.11 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.6 million.
Watson Capital Management has custody of $45.61 million in cash and securities for 54 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Watson Capital Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Washington

The principal office where Watson Capital Management, Inc. performs its advisory services is located at 4022 Chancery Court, Nw, Washington, DC 20007, which is also the mailing address of the firm. An additional office of the firm is in Washington, Dc, DC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 202-333-6270 or by fax 202-333-6275. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at watsoncapital.com.


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