Watts Capital Partners Llc
- Regulatory AUM
- $75.0M
- Discretionary
- $75.0M
- Clients
- 67
- Avg AUM / client
- $1.1M
- Accounts
- 227
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 32 | $7.1M | 9.44% |
| High net worth individuals | 33 | $65.3M | 87.1% |
| Corporations and other businesses | 2 | $2.6M | 3.5% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas Wynne Watts | Managing Member Cco | CFA | Dec 2008 (18y) | 75% or more |
| John Thomas Preston | Member | Jan 2018 (9y) | 5% – 10% | |
| Michael Markoff George | Senior Wealth Manager | Jun 2019 (7y) | Less than 5% | |
| Sandra Teresa Turner | Senior Wealth Manager | Jun 2019 (7y) | Less than 5% | |
| Franklin Waung | Member | Dec 2021 (5y) | Less than 5% | |
| Ty Richard Buckelew | Registered representative | Mar 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Snyder, Helen W | Investor | Jan 2018 | A | Less than 5% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Brinker Capital Securities, Inc. $37.7M (10% of AUM) Oct 2023
- Fidelity Brokerage Services $29.9M (7% of AUM) May 2024
- Nuview Trust Company $24.3M (37% of AUM) Apr 2026
- Manning & Napier Advisors, Llc $2.8M (1% of AUM) Oct 2023
- Charles Schwab & Co. Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 09, 2026.
View current Form ADV (SEC/IAPD) ↗