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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 0
- LEI
- 27-1055208
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WATKINSON, WILLIAM, JOHN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WATKINSON, WILLIAM, JOHN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WATKINSON, WILLIAM, JOHN | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | D | Control |
| WATKINSON, WILLIAM, JOHN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WATKINSON, WILLIAM, JOHN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WATKINSON, WILLIAM, JOHN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WATKINSON, WILLIAM, JOHN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WATKINSON, WILLIAM, JOHN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WATKINSON, WILLIAM, JOHN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WATKINSON, WILLIAM, JOHN | I | PRESIDENT & CEO, CCO, CO-CIO | D | Control |
| WATKINSON, ELIZABETH, R | I | MEMBER | C | Control |
| WATKINSON, ELIZABETH, ROSE | I | MEMBER | C | Control |
| WATKINSON, ELIZABETH, ROSE | I | MEMBER | C | Control |
| WATKINSON, ELIZABETH, ROSE | I | MEMBER | C | Control |
| WATKINSON, ELIZABETH, ROSE | I | MEMBER | C | Control |
| WATKINSON, ELIZABETH, ROSE | I | MEMBER | C | Control |
| WATKINSON, ELIZABETH, ROSE | I | MEMBER | C | Control |
| WATKINSON, ELIZABETH, ROSE | I | MEMBER | C | Control |
| WATKINSON, ELIZABETH, ROSE | I | MEMBER | C | Control |
| WATKINSON, ELIZABETH, ROSE | I | MEMBER AND OWNER | C | Control |
| WATKINSON, MARK, CHRISTIAN | I | CHIEF OPERATING OFFICER | B | Control |
| WATKINSON, WILLIAM, JEFFREY | I | CO-CHIEF INVESTMENT OFFICER | B | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (2)
CA PA
Address
1273 E. LANCASTER AVEBERWYN, PA 19312
United States
Phone: 484-588-0120