Watkinson Capital Advisors LLC
Watkinson Capital Advisors LLC is an SEC-registered ria in Berwyn, PA with $124.2M assets under management (AUM, regulatory AUM), -1% over one year. See who owns Watkinson Capital Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 151862, SEC 801-132546, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $124.2M (2026-03-13)
- Firm type
- Ria
- Location
- Berwyn, PA
- Employees
- 3
- Clients
- 92
- CRD
- 151862
- Ownership
- WATKINSON, WILLIAM, JOHN; WATKINSON, ELIZABETH, R; WATKINSON, ELIZABETH, ROSE; WATKINSON, MARK, CHRISTIAN; WATKINSON, WILLIAM, JEFFREY
How much AUM does Watkinson Capital Advisors LLC have?
Watkinson Capital Advisors LLC reported $124.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Watkinson Capital Advisors LLC?
Disclosed owners and executives of Watkinson Capital Advisors LLC include WATKINSON, WILLIAM, JOHN, WATKINSON, ELIZABETH, R, WATKINSON, ELIZABETH, ROSE, WATKINSON, MARK, CHRISTIAN, WATKINSON, WILLIAM, JEFFREY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.