# WATKINSON CAPITAL ADVISORS LLC

WATKINSON CAPITAL ADVISORS LLC of BERWYN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 151862
- Type: SEC-registered investment adviser
- SEC file number: 801-132546
- Location: 1273 E. LANCASTER AVE, BERWYN, PA, 19312
- Phone: 484-588-0112
- Latest filing: 2026-03-13
- Regulatory AUM: $124.2M
- Discretionary AUM: $124.2M
- Clients: 3
- Accounts: 124

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (7)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151862/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151862/similar
- Related entities: https://search.stillhousedata.com/firm/151862/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151862

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.