Watkinson Capital Advisors LLC
● SEC registered since 2025CRD 151862SEC# 801-132546Berwyn, PA
Reg. AUM
$124.2M
Employees
3
Accounts
124
Location
Berwyn, PA
Watkinson Capital Advisors LLC assets under management
Watkinson Capital Advisors LLC operates as an SEC-registered investment adviser based in Berwyn, PA. The firm has been registered since 2025. It reports $124.2 million in regulatory assets under management and employs 3 people.
Watkinson Capital Advisors LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Rose Watkinson Control | Member And Owner | 25-50% | 2009 |
| Mark Christian Watkinson Control | Chief Operating Officer | 10-25% | 2017 |
| William Jeffrey Watkinson Control | Co-Chief Investment Officer | 10-25% | 2017 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Watkinson Capital Advisors LLC manage?
Watkinson Capital Advisors LLC reports $124.2 million in regulatory assets under management on its Form ADV.
How many employees does Watkinson Capital Advisors LLC have?
Watkinson Capital Advisors LLC reports 3 employees.
Where is Watkinson Capital Advisors LLC located?
Watkinson Capital Advisors LLC is based in Berwyn, PA and has been SEC-registered since 2025.
Does Watkinson Capital Advisors LLC disclose fund performance?
Watkinson Capital Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1273 E. Lancaster Ave, Berwyn, PA 19312 |
| Phone | 484-588-0112 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$124.2M▼ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$124.2Mregulatory AUM
Discretionary $124.2M