Thomas Watts
Watts Capital · New York, New York
Thomas Watts is a fee-only financial advisor at Watts Capital in New York, New York, who holds the CFA credential. Thomas focuses on tax planning, divorce financial planning and small business owners. Watts Capital reports charging a percentage of assets and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Divorced individuals
- Founders
Facts
| Firm | Watts Capital |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Accepting new clients | Yes |
| Assets under management | $75.0M across 227 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY · CRD 2598112 |
| Exams passed | Series 63 (1995) · Series 65 (2009) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.wattscapital.com |
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Questions about Thomas
Is Thomas Watts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Watts Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Watts Capital, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Thomas Watts based?
Thomas Watts is based in New York, New York.
What does Thomas specialize in?
Thomas's specialties include tax planning, divorce financial planning, small business owners and estate & legacy planning. Thomas works with divorced individuals and founders.
What credentials does Thomas Watts hold?
Thomas Watts holds the CFA credential.
Is Thomas Watts registered with the SEC?
Yes. Thomas Watts is registered as an investment adviser representative in NY (CRD 2598112), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Watts Capital manage?
Watts Capital reports $75.0M across 227 accounts in assets under management.
How do I contact Thomas Watts?
Through Thomas's website, www.wattscapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Watts Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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