WATKINSON CAPITAL ADVISORS LLC
Firm details
- Headquarters
- BERWYN, Pennsylvania
- CRD number
- 151862
- Registered since
- April 28, 2025
- Website
- www.watkinsoncap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.85%
- Individuals18.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Watkinson Capital Advisors LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm is SEC-registered (2025) and bills clients on a percentage-of-AUM basis. Its stated client base is individuals and families, and its advisory activities include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and the selection of other advisers. Watkinson identifies itself as a capital allocator rather than a single-strategy manager and is not an active ESG investor, not a pension consultant, and not a related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- State & Local Bonds72%
- Exchange Traded Equities23%
- Investment Grade Corp Bonds3%
- Derivatives1%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2MARK WATKINSON
Chief Operating OfficerCRD 5349275
WILLIAM WATKINSON
CEO & PresidentCRD 459946
Contacts
2 of 2ELIZABETH WATKINSON
Account AdvisorCRD 5721408
WILLIAM WATKINSON
Senior Vice PresidentCRD 5076004
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BERWYN, PA
CHESTER
Location
BERWYN, PA
Headquartered in BERWYN, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- CHESTER
- Address
- 1273 Lancaster Ave
- Time zone
- ET (UTC-5)
- Office locations
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