Overview
Assets Under Management: $124 million
Headquarters: BERWYN, PA
High-Net-Worth Clients: 37
Average Client Assets: $2.7 million
Frequently Asked Questions
WATKINSON CAPITAL ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151862), WATKINSON CAPITAL ADVISORS LLC is subject to fiduciary duty under federal law.
WATKINSON CAPITAL ADVISORS LLC is headquartered in BERWYN, PA.
WATKINSON CAPITAL ADVISORS LLC serves 37 high-net-worth clients according to their SEC filing dated March 13, 2026. View client details ↓
According to their SEC Form ADV, WATKINSON CAPITAL ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
WATKINSON CAPITAL ADVISORS LLC manages $124 million in client assets according to their SEC filing dated March 13, 2026.
According to their SEC Form ADV, WATKINSON CAPITAL ADVISORS LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.85%
Average Client Assets: $2.7 million
Total Client Accounts: 124
Discretionary Accounts: 124
Regulatory Filings
CRD Number: 151862
Filing ID: 2040843
Last Filing Date: 2026-03-13 11:45:03