Davidson & Watson Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$42,800,000
Clients
152
5% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
152
Very HighAverage account size
$281,579
About
Davidson & Watson Financial provides ongoing portfolio management and financial planning for individuals, high‑net‑worth individuals, and small businesses. Services include the preparation of a written Investment Policy Statement and management of portfolios composed primarily of mutual funds, equities, bonds, ETFs, REITs and government securities.
The firm uses both fundamental and technical analysis and pursues long‑term and short‑term trading strategies, with accounts reviewed at least quarterly by the managing member. According to its ADV, the adviser reports $0 in discretionary assets and $29,000,000 in non‑discretionary assets as of 08/04/2023, and clients receive regular custodian account reports.
Notable distinctions include that the principal is a CFP® and an IRS‑enrolled agent who provides tax preparation and related services under a separate engagement; the brochure discloses this additional compensation as a potential conflict of interest and states clients are under no obligation to use those services. The firm also documents ERISA/IRC fiduciary considerations for rollover recommendations, providing written analyses or an educational‑only alternative to help clients evaluate retirement‑plan rollovers.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
Wealth management
Occupation focus
Founder/Business Owner
Fee options
$0 - $300,000: 1.25% $300,001 - $1,000,000: 1.00% $1,000,001+: 0.75%
Main office location
Davidson & Watson Financial
9 Monroe Parkway, Suite 295
Lake Oswego OR 97035, United States
Number of offices
1
Most active in
Davidson & Watson Financial has reported serving >5 clients in these states in the last 12 months.
Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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