← Directory
WATKINSON CAPITAL ADVISORS LLC
CRD 151862File 801-132546
APPROVED
Retail clients
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$124.2M
Bottom 25% of cohort (national)
Discretionary AUM
$124.2M
Clients
92
124 accounts
Employees
3
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 28, 2025
- Principal office
- 1273 E. LANCASTER AVE, BERWYN, PA, 19312
- Phone
- 484-588-0112
- Website
- HTTP://WWW.WATKINSONCAP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $124.2M
- Discretionary AUM
- $124.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 124
- Non-discretionary accounts
- 0
- Total accounts
- 124
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 37 | $101.7M |
| Individuals (other than high net worth individuals) | 55 | $22.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.