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AP

Amanda C. Perry

CAIN, WATTERS & ASSOCIATES
FRISCO, TX 75034
Some features on this profile are disabled
CRD#: 7562701
AP

Professional summary

Amanda Christine Perry, who also goes by Amanda Christine Fiveash, is a registered financial advisor currently at CAIN, WATTERS & ASSOCIATES, LLC located in Frisco, Texas.

Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Amanda has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Amanda Christine Fiveash

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amanda Christine Perry's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 26, 2022 - Present

CAIN, WATTERS & ASSOCIATES, LLC

Office #1: 17 Cowboys Way, Suite 300, Frisco, TX 75034
RIA
CRD#: 111521
FRISCO, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CAIN, WATTERS & ASSOCIATES, LLC
CAIN, WATTERS & ASSOCIATES, LLC | CAIN, WATTERS & ASSOCIATES, PC | CAIN, WATTERS & ASSOCIATES, P.L.L.C.

CRD#: 111521 / SEC#: 801-39899

RIA
Registered Investment Advisory firm - (9/30/1991 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(7/26/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/26/2022
Uniform Investment Adviser Law Examination

Current Firm

CW
CAIN, WATTERS & ASSOCIATES, LLC
CAIN, WATTERS & ASSOCIATES, LLC | CAIN, WATTERS & ASSOCIATES, PC | CAIN, WATTERS & ASSOCIATES, P.L.L.C.

CRD#: 111521 / SEC#: 801-39899

RIA
Registered Investment Advisory firm - (9/30/1991 Approved)
PREMIUM
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Contact information

Main Address
17 Cowboys Way, Suite 300, Frisco, TX 75034
Mailing Address
Phone number
(972) 233-3323
Established
Firm type
Fiscal year end
# of Employees
337

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CAIN WATTERS & ASSOCIATES, LLC FORM ADV PART 2A 08.26.2025 (8/26/2025)

Regulatory assets under management

Total Number of Accounts10,602
AUM (Assets Under Management)$ 4,237,891,280

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/26/2025
Cover Page
Report
07/24/2024
Cover Page
Report
03/18/2024
Cover Page
Report
04/21/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CAIN, WATTERS & ASSOCIATES, LLC

CRD#: 111521Frisco, TX 75034

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