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WATKINSON CAPITAL ADVISORS LLC
CRD 151862 · SEC 801-132546
1273 E. LANCASTER AVE, BERWYN, PA, 19312, United States
Phone
484-588-0112
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$124.2M
Discretionary AUM
$124.2M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $22.6M |
| High net worth individuals | 37 | $101.7M |
States served
CA, PA
All web addresses on file
Official SEC filing: View on IAPD