Watkinson Capital Advisors LLC

RIASEC RegisteredEst. 2025
Total AUM
$124M
Discretionary
$124M
100% of AUM
Avg account
$1M
Accounts
124
Employees
3
Advisory reps
4

Firm details

Headquarters
Berwyn, Pennsylvania
CRD number
151862
Registered since
April 28, 2025
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

FINTRX

Overview

Watkinson Capital Advisors LLC is an independent, owner-operated registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm focuses on serving individual and family clients and is compensated on a percentage-of-AUM basis. Its advisory offerings include financial planning, portfolio management for individuals, small businesses and institutions, and selection of other advisers, and it identifies itself as a capital allocator. Watkinson does not present itself as an active ESG investor, nor does it operate as a multi-state advisory network or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: State & Local Bonds 92%, Exchange Traded Equities 7%, Investment Grade Corp Bonds 1%92%
  • State & Local Bonds92%
  • Exchange Traded Equities7%
  • Investment Grade Corp Bonds1%

Owners & executives

2 of 2
  • Mark Watkinson

    Chief Operating OfficerCRD 5349275

  • William Watkinson

    William Watkinson

    CEO & PresidentCRD 459946

Contacts

2 of 2
  • William Watkinson

    William Watkinson

    Senior Vice PresidentCRD 5076004

  • Elizabeth Watkinson

    Account AdvisorCRD 5721408

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth