Watkinson Capital Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Watkinson Capital Advisors reports 92 clients. They include 55 individual clients and 37 high-net-worth individuals. Of its assets, 100.0% ($124M across 124 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 60% | 18% |
| High-net-worth individuals | 40% | 82% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 55 | $22.6M | 18.2% | $410K |
| High-net-worth individuals | 37 | $102M | 81.8% | $2.75M |
| Total | 92 | $124M | 100% | $1.35M |
- Clients
- 55
- Regulatory AUM
- $22.6M
- AUM share
- 18.2%
- Avg. per client
- $410K
- Clients
- 37
- Regulatory AUM
- $102M
- AUM share
- 81.8%
- Avg. per client
- $2.75M
Total
- Clients
- 92
- Regulatory AUM
- $124M
- AUM share
- 100%
- Avg. per client
- $1.35M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Watkinson Capital Advisors is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
William Watkinson owns 50% to 75% of Watkinson Capital Advisors. The leadership team of Watkinson Capital Advisors includes President William Watkinson, Chief Investment Officer William Watkinson and Chief Operating Officer Mark Watkinson. It has 3 employees.
Leadership
William WatkinsonPresident & CEO, CCO, Co-CIO
Mark WatkinsonChief Operating Officer- Elizabeth WatkinsonMember and Owner
William WatkinsonCo-Chief Investment Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 soliciting firm
- Owns 50% to 75% of Watkinson Capital Advisors LLC
William Watkinson
Control person · since September 2009
- Owns 25% to 50% of Watkinson Capital Advisors LLC
Elizabeth Watkinson
Control person · since September 2009
- Owns 10% to 25% of Watkinson Capital Advisors LLC
Mark Watkinson
Control person · since April 2017
Watkinson Capital Advisors’ regulatory assets went from $125M (March 2025) to $124M (September 2026); clients were 92 in both filings and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $124M | 92 | 3 | 1 |
| March 2025 | $125M | 92 | 3 | 1 |
Besides its headquarters, Watkinson Capital Advisors has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 1273 E. Lancaster Ave, BerwynHQ
Other business names
Watkinson Capital Advisors has reported 1 other business name to the SEC.
- Watkinson Capital
Contact and registration details
- Legal name
- Watkinson Capital Advisors LLC
- Headquarters
- 1273 E. Lancaster Ave, Berwyn, PA 19312
- Website
- Not reported
- Phone
- 484-588-0112
- @watkinson-capital-advisors-llc
- SEC file
- 801-132546
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Watkinson Capital Advisors uses Charles Schwab ($117M) as custodian for its separately managed accounts. Watkinson Capital Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · El Paso, TX · $117M100%
At year end, Watkinson Capital Advisors’ separately managed accounts were mostly in bonds (93%).
What the accounts hold
- Stocks7%
- Bonds93%
- State and local bonds92%
- Investment grade corporate bonds1%
How many clients does Watkinson Capital Advisors have?
Watkinson Capital Advisors has 92 clients and manages $124 million for them, as of September 2026. They include 55 individual clients and 37 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 September 2026
What services does Watkinson Capital Advisors offer?
Watkinson Capital Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Watkinson Capital Advisors use?
Watkinson Capital Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (El Paso, TX), with $117M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 September 2026
How many financial advisors does Watkinson Capital Advisors have?
Watkinson Capital Advisors has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Watkinson Capital Advisors invest in?
At the end of its last fiscal year, Watkinson Capital Advisors’ separately managed accounts held 92% state and local bonds, 7% exchange-traded equities and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Watkinson Capital Advisors?
Watkinson Capital Advisors’ direct owners are William Watkinson (50% to 75%), Elizabeth Watkinson (25% to 50%) and Mark Watkinson (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 8 September 2026
How does Watkinson Capital Advisors get paid?
Watkinson Capital Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Watkinson Capital Advisors registered with the SEC?
Yes, Watkinson Capital Advisors has been registered with the SEC as an investment adviser since 28 April 2025. Its CRD number is 151862 and its SEC file number is 801-132546.
Source: Form ADV Part 1A, Item 1, filed 8 September 2026; IAPD firm record
How do I contact Watkinson Capital Advisors?
Watkinson Capital Advisors’ main office is at 1273 E. Lancaster Ave, Berwyn, PA 19312. Its phone number is 484-588-0112.