William Watkinson
Watkinson Capital Advisors · Berwyn, Pennsylvania
William Watkinson is a fee-only financial advisor at Watkinson Capital Advisors in Berwyn, Pennsylvania. Watkinson Capital Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Watkinson Capital Advisors |
|---|---|
| Based in | Berwyn, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $124.2M across 124 accounts |
| SEC registration | Investment adviser representative in PA · CRD 459946 |
| Exams passed | Series 63 (1982) · Series 65 (2009) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.watkinsoncap.com |
How William's firm compares
- Watkinson Capital Advisors's average account is about $1.0 million, from its Form ADV (assets managed divided by 124 accounts).
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Questions about William
Is William Watkinson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Watkinson Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Watkinson Capital Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is William Watkinson based?
William Watkinson is based in Berwyn, Pennsylvania.
Is William Watkinson registered with the SEC?
Yes. William Watkinson is registered as an investment adviser representative in PA (CRD 459946), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Watkinson Capital Advisors manage?
Watkinson Capital Advisors reports $124.2M across 124 accounts in assets under management.
How do I contact William Watkinson?
Through William's website, www.watkinsoncap.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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