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WATKINSON CAPITAL ADVISORS LLC

BERWYN, PA · CRD 151862 · IAPD ↗ · watkinsoncap.com · 484-588-0112

$124.2MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
April 2026 — WATKINSON CAPITAL ADVISORS LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
95
May 2025 — WATKINSON CAPITAL ADVISORS LLC (BERWYN, PA) is newly SEC-registered with $125.0M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.