Asset ManagerRIA · CRD 151862SEC-Registered

Updated:

Watkinson Capital Advisors LLC

WATKINSON CAPITAL ADVISORS LLC is an SEC-registered investment adviser in BERWYN, PA, registered since 2025. The firm manages approximately $124 million in...

Watkinson Capital Advisors LLC

WATKINSON CAPITAL ADVISORS LLC is an SEC-registered investment adviser in BERWYN, PA, registered since 2025. The firm manages approximately $124 million in regulatory assets. It has 3 employees and 3 investment advisers.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who are the principals at Watkinson Capital Advisors LLC?

No named principals are available from public records. The firm's registration in Delaware does not list managing members or officers in state filings that are searchable through standard databases.

Does Watkinson Capital Advisors have a public website or investment strategy?

No public website, investment strategy document, or marketing materials have been identified. The firm does not appear in any known investment databases or media coverage as of this writing.

What is the AUM of Watkinson Capital Advisors?

No AUM figure has been disclosed in any public record. The firm does not register with the SEC as an investment adviser, suggesting it may operate below regulatory thresholds or manage capital without public reporting requirements.

How can allocators learn more about Watkinson Capital Advisors?

Given the absence of public-facing information, direct contact through the Delaware registered agent or corporate filing may be the only route. No other known avenues exist as of June 2025.

Is Watkinson Capital Advisors a family office?

The firm's public filings do not specify family-office status. Without any disclosed relationship to a named family or wealth source, it cannot be confirmed as a single- or multi-family office.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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