# HAZLETT, BURT & WATSON, INC.

HAZLETT, BURT & WATSON, INC. of WHEELING, WV is an SEC-registered investment adviser.

## Registration

- CRD: 396
- Type: SEC-registered investment adviser
- SEC file number: 801-66333
- Location: 1300 CHAPLINE STREET, WHEELING, WV, 26003
- Phone: 304-233-3312
- Latest filing: 2026-03-25
- Regulatory AUM: $1.4B
- Discretionary AUM: $747.9M
- Non-discretionary AUM: $640.7M
- Clients: 20
- Accounts: 2,399

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| Marilynn Sue Echols | EXECUTIVE VICE PRESIDENT / DIRECTOR | — |
| Harold Bruce Burech | DIRECTOR /SR VP | — |
| George Sperry Iii Weaver | SR EXEC VP / DIRECTOR | — |
| Timothy Morgan Bidwell | EXEC VP / CFO / CHIEF COMPLIANCE OFFICER / DIRECTOR | — |
| Michael Thompson Barickman | EXEC VP / DIRECTOR | — |
| Jason Lee Marsh | CHAIRMAN / CEO / DIRECTOR | — |
| WEAVER GEORGE SPERRY JR | CHAIRMAN / DIRECTOR; CHAIRMAN / DIRECTOR / CEO; DIRECTOR | — |
| BLOCH STUART FULTON | EXECUTIVE VP, DIRECTOR | — |
| BURECH HAROLD BRUCE | DIRECTOR /SR VP | — |
| WEAVER GEORGE SPERRY III | SR EXEC VP / DIRECTOR | — |
| ECHOLS MARILYNN SUE | EXECUTIVE VICE PRESIDENT / DIRECTOR; PRESIDENT / DIRECTOR / CEO; PRESIDENT / DIRECTOR / COO | — |
| FORBES JOHN RAYMOND JR | EXEC VP / DIRECTOR | — |
| HOLLOWAY WALKER PETERSON JR | SR VP / DIRECTOR | — |
| BIDWELL TIMOTHY MORGAN | EXEC VP / CFO / CCO / CHIEF COMPLIANCE OFFICER / DIRECTOR; EXEC VP / CFO / CCO / DIRECTOR; EXEC VP / CFO / CHIEF COMPLIANCE OFFICER / DIRECTOR (+1 more) | — |
| BARICKMAN MICHAEL THOMPSON | EXEC VP / DIRECTOR | — |
| PRINCE SCOTT STEVEN | PRESIDENT / CEO / CHAIRMAN | — |
| MARSH JASON LEE | CHAIRMAN / CEO / DIRECTOR; EXEC VP / COO / DIRECTOR; SR VP / COO / DIRECTOR | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2019-03-11 | regulatory | IA RELEASE 5183, MARCH 11, 2019: THE COMMISSION FOUND THAT THESE PROCEEDINGS AROSE OUT OF BREACHES OF FUDUCIARY DUTY AND INADEQUATE DISCLOSURES BY HAZLETT, BURT & WATSON, INC. ("RESPONDENT") IN CONNECTION WITH ITS MUTUAL FUND SHARE CLASS SELECTION PRACTICES AND THE FEES IT RECEIVED. THE COMMISSION F… | Final | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/396/brochure
- Similar advisers: https://search.stillhousedata.com/firm/396/similar
- Related entities: https://search.stillhousedata.com/firm/396/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/396

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.