| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Rose Watkinson Control | Member And Owner | 25-50% | 2009 |
| Mark Christian Watkinson Control | Chief Operating Officer | 10-25% | 2017 |
| William Jeffrey Watkinson Control | Co-Chief Investment Officer | 10-25% | 2017 |
Watkinson Capital Advisors LLC reports $125 million in regulatory assets under management on its Form ADV.
Watkinson Capital Advisors LLC reports 3 employees.
Watkinson Capital Advisors LLC is based in Berwyn, PA and has been SEC-registered since 2025.
Watkinson Capital Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1273 E. Lancaster Ave, Berwyn, PA 19312 |
| Phone | 484-588-0112 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $125M |
| Non-discretionary | $0 |
| Total (RAUM) | $125M |