Watkinson Capital Advisors LLC

Watkinson Capital Advisors LLC (CRD# 151862) is a financial advisory firm headquartered in Malvern, PA. They manage $107,892,517 in 121 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
10 Valley Stream Parkway,, Suite 202, Malvern, PA 19355
http://www.watkinsoncap.com
By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $891,674
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, PA

Financial Advisors at Watkinson Capital Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
Mark Watkinson, financial advisor Malvern PA
Mark C. Watkinson
CRD#: 5349275
10 Valley Stream Parkway,, Suite 202, Malvern, PA 19355

Mark Watkinson (CRD# 5349275) is an Investment Advisor Representative working at Watkinson Capital Advisors LLC in Malvern, PA and has over 15 years of experience in the finance industry.

2
William Watkinson, financial advisor Malvern PA
William J. Watkinson
CRD#: 459946
10 Valley Stream Parkway,, Suite 202, Malvern, PA 19355

William Watkinson (CRD# 459946) is an Investment Advisor Representative working at Watkinson Capital Advisors LLC in Malvern, PA and has over 41 years of experience in the finance industry.

3
William Watkinson, financial advisor Malvern PA
William J. Watkinson
CRD#: 5076004
10 Valley Stream Parkway,, Suite 202, Malvern, PA 19355

William Watkinson (CRD# 5076004) is an Investment Advisor Representative working at Watkinson Capital Advisors LLC in Malvern, PA and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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