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Caleb Michael Hein

Investment adviser representative at Cain, Watters & Associates, LLC
12 yearsExperience
1 stateRegistered in
$5BFirm assets
35 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

12 years in the industry.

  1. Cain, Watters & Associates, LLCDec 2024 to now
  2. Pricewaterhousecoopers LLCSep 2022 to Nov 2024
  3. Grant Thornton LLPJan 2021 to Mar 2021
  4. Gary Carlisle, CpaDec 2019 to Jun 2022
  5. Canteen VendingJul 2019 to Sep 2019
  6. Arkansas AtcJun 2019 to Jul 2019
  7. Louisiana Tech UniversitySep 2018 to Sep 2022
  8. Noodles and GrillApr 2018 to Sep 2018
  9. Flightline Air ServiceSep 2016 to Apr 2018
  10. Pineville High SchoolAug 2014 to May 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (TX).

Cain, Watters & Associates, LLC

$5BAssets managed
3,397Clients
74Advisers
35 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8104686
Firm CRD
111521
Advisor's SEC record (opens in a new tab)
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