WATKINSON CAPITAL ADVISORS LLC of BERWYN, PA is an SEC-registered investment adviser (CRD 151862). Regulatory assets under management: $124.2M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| William John Watkinson | PRESIDENT & CEO, CCO, CO-CIO | King of Prussia, PA |
| Elizabeth Rose Watkinson | MEMBER AND OWNER | — |
| Mark Christian Watkinson | CHIEF OPERATING OFFICER | — |
| William Jeffrey Watkinson | CO-CHIEF INVESTMENT OFFICER | — |
| WATKINSON WILLIAM JOHN | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | — |
| WATKINSON ELIZABETH ROSE | MEMBER | — |
| WATKINSON ELIZABETH R | MEMBER | — |