WATKINSON CAPITAL ADVISORS LLC
CRD #151862 SEC #801-132546 BERWYN, PA 484-588-0120
SEC Registered
Total AUM
$125M
Discretionary
$125M
Employees
3
Clients
--
Accounts
91
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $125M | $125M | $0 | 3 | 0 |
| Jun 2012 | $28.1M | $28.1M | $0 | 1 | 26 |
| Jun 2012 | $28.1M | $28.1M | $0 | 1 | 26 |
| May 2012 | $28.1M | $28.1M | $0 | 1 | 26 |
| Apr 2012 | $46.2M | $46.2M | $0 | 1 | 26 |
| Jul 2011 | $42.2M | $42.2M | $0 | 5 | -- |
| Jul 2011 | $42.2M | $42.2M | $0 | 5 | -- |
| Jul 2010 | $29.1M | $29.1M | $0 | 5 | -- |
| Jul 2010 | $29.1M | $29.1M | $0 | 5 | -- |
DateMar 2025
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees3
Clients0
DateJun 2012
Total AUM$28.1M
Discretionary$28.1M
Non-Disc.$0
Employees1
Clients26
DateJun 2012
Total AUM$28.1M
Discretionary$28.1M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$28.1M
Discretionary$28.1M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$46.2M
Discretionary$46.2M
Non-Disc.$0
Employees1
Clients26
DateJul 2011
Total AUM$42.2M
Discretionary$42.2M
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$42.2M
Discretionary$42.2M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$29.1M
Discretionary$29.1M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$29.1M
Discretionary$29.1M
Non-Disc.$0
Employees5
Clients--