DW
CFA
DW
CFA

David Lee Watson

26 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,487 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

3455 Peachtree Rd., NE, Suite 1200, Atlanta, GA, 30326-3248

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David is a managing member of BMW Farms, LLC and a manager of Oklahoma Farms, LLC and BMW Wildwood, LLC, all closely-held family LLCs containing agricultural and timber properties. He spends minimal time on administrative roles for these entities and receives no direct compensation.

Employment History
Current Registrations
Advocacy Wealth Management, LLC
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Montag & Caldwell, an Advocacy Wealth Company
October 1999 - September 2025 · 25 yrs 11 mos
State Registrations3 states
GAMSTX
Advisor
Exams
No exam information available for this advisor.