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Watkinson Capital Advisors LLC (King Of Prussia)


Watkinson Capital Advisors LLC is an adviser based in King Of Prussia. It manages $28.09 million of regulatory assets for 50 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Pennsylvania.

Watkinson Capital Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Watkinson Capital Advisors: assets under management

The assets under management (AUM) of Watkinson Capital Advisors LLC is $28.09 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $28.09 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $561.7 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Watkinson Capital Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in King Of Prussia

The principal office where Watkinson Capital Advisors LLC performs its advisory services is located at 1000 Continental Drive, King Of Prussia, PA 19406 2848, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-989-9090 EXT. 151 or by fax 610-989-9092. The normal business hours are 8:00am - 5:00pm on Monday - Friday.


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