RIA

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Augusta Investments

Watt Dixon runs Augusta Capital, an independent RIA with 25+ years managing retirement plans, trusts, and estates for individuals and families.

Augusta Investments

Augusta Capital is a Registered Investment Advisor run by Watt Dixon, who has been in the investment management industry for over three decades. Dixon attended North Cross School and Emory & Henry College, earning his Chartered Market Technician credential in 2005. He works primarily with individuals and families in the Mountain View area. Dixon's investment approach focuses on protecting capital through bear markets, drawing lessons from the Dot-Com Bubble and the 2008 Financial Crisis. The firm manages portfolios across retirement plans, trusts, and estates, with assets custodied at Charles Schwab. Dixon cites Warren Buffett's value philosophy as a guiding principle: "It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price." The firm operates as a solo practitioner, with Dixon as the sole named principal. No team size, additional offices, or affiliate vehicles are publicly identified. The most recent operational event is Dixon's ongoing management of client portfolios under the RIA structure. A structural differentiator is Dixon's registration as a Chartered Market Technician, a credential requiring a three-year program focused on technical analysis. This technical orientation sets the firm apart from typical RIAs that lean solely on fundamental analysis, though its application within the broader value framework is not fully detailed.

General information

Firm type

RIA

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Mountain View

Corporate office

Mountain View, San Francisco, Berlin, United States

Principals

Watt Dixon

Independent Financial Advisor

Frequently asked questions

Who runs investment decisions at Augusta Capital?

Watt Dixon, an independent financial advisor with over 25 years of experience, makes all investment decisions. He earned the C.M.T. designation in 2005 (per the firm).

What investment philosophy does Augusta Capital follow?

Dixon cites Warren Buffett's value-oriented approach as a guiding principle. His methodology blends technical analysis (via the CMT) with a focus on buying quality companies at fair prices (per the firm).

Is Augusta Capital structured as a family office or an RIA?

Augusta Capital is registered as an RIA with a fiduciary duty to clients, operating as an independent money management firm rather than a family office or institutional asset manager (per the firm).

How does Augusta Capital handle client assets?

All client assets are held at Charles Schwab, and Augusta Capital does not take possession of client funds — standard for an independent RIA (per the firm).

What asset classes does Augusta Capital invest in?

The firm does not disclose specific asset class allocations. Focus is on portfolios for retirement plans, trusts, and estates, managed through a long-term value and technical approach (per the firm).

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