CRD: 151862
Watkinson Capital Advisors LLC
$124.2M Total AUM
$124.2M Disc. AUM
-- 3Y CAGR
3 Employees
92 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2009
- Office Locations
- 1
Office Locations
1273 E. Lancaster AVE Berwyn PA
About Watkinson Capital Advisors LLC
Watkinson Capital Advisors LLC is a Berwyn-based RIA. The firm has been operating for 16 years. Managing $124.2M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
64 AVG AGE
$41.4M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
12.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
16yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
W
WILLIAM JOHN WATKINSON
Chief Compliance Officer, Chief Executive Officer, CO-CIO, President, Vice President
- CRD
- #459946
- Ownership
- 50% but less than 75%
Available
Available
Available
E
ELIZABETH ROSE WATKINSON
Chief Executive Officer, Owner, President
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $124,247,513 | $1,001,996 |
| Non-Discretionary | $0 | -- |
| Total | $124,247,513 | $1,001,996 |
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Separately Managed Accounts
Total SMA Asset: Available
Municipal Bonds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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