| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian R. Bortz PC Control | Managing Member | 5-10% | 2019 |
| Cain & Watters, PC Control | Managing Member | 5-10% | 2008 |
| Charles a. Loretto, LLC Control | Managing Member | 5-10% | 2019 |
Cain, Watters & Associates, LLC reports $4.2 billion in regulatory assets under management on its Form ADV.
Cain, Watters & Associates, LLC reports 337 employees.
Cain, Watters & Associates, LLC is based in Frisco, TX and has been SEC-registered since 1991.
Cain, Watters & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 17 Cowboys Way, Suite 300, Frisco, TX 75034 |
| Phone | 972-233-3323 |
| Fax | 972- 943-0670 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1860257 |
| Discloses disciplinary history | No |
| Discretionary | $1.92B |
| Non-discretionary | $2.31B |
| Total (RAUM) | $4.24B |