RIA Intel›Advisers›Pennsylvania›WATKINSON CAPITAL ADVISORS LLC

WATKINSON CAPITAL ADVISORS LLC

Advisory

N·BERWYN, PA

Data as of Mar 13, 2026 · Source: SEC Form ADV

Total AUM
$124M
1-Year AUM Growth
-33.4%
3-Year CAGR
0.0%
Employees
3
Assets Under Management
Total AUM$124M
Discretionary AUM$124M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients92
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record9
First FilingJul 16, 2010
Latest FilingMar 13, 2026
🔒 Full AUM trend chart and 9 historical filings spanning 16+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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