Elizabeth Watkinson is a control person of Watkinson Capital Advisors and directly owns between 25% and 50% of it.
Watkinson Capital Advisors is an investment adviser based in Berwyn, PA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $124 million, as filed on 8 September 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 5721408
- Firm
- Watkinson Capital Advisors · CRD 151862
- Role
- Member and Owner
- In role since
- September 2009 · 17 years
- Control person
- Yes
- Direct ownership
- 25% to 50%
- Firm headquarters
- Berwyn, PA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Elizabeth Watkinson work?
Elizabeth Watkinson has been Member and Owner of Watkinson Capital Advisors LLC since September 2009, and is a control person of the firm.
How can I verify Elizabeth Watkinson’s record?
Elizabeth Watkinson’s role is listed on Watkinson Capital Advisors LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 151862.
