Watkinson Capital Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Watkinson Capital Advisors works with individuals, high-net-worth clients, trusts, estates and charitable organizations to provide discretionary portfolio management, municipal bond strategies, and asset-management services that can include financial planning and ETF-based allocations. The firm also acts as a sub‑advisor to other registered investment advisers and describes solicitor/referral arrangements in its brochure.
The firm’s investment approach centers on tax‑advantaged fixed income, offering a Municipal Bond Advantage laddering strategy and a Core‑Plus hybrid that combines an 80% “core” laddered allocation with a 20% levered trading component; the brochure discloses use of margin and active trading to manage premium amortization and potential growth. Watkinson also describes tax‑loss harvesting for municipal bond accounts, client‑specific portfolio customization (including state‑of‑residence considerations), and use of a “Buy Wholesale Sell Retail” sourcing methodology, with stated minimum investments typically at $500,000.
Noteworthy distinctions include the Core‑Plus program’s explicit leverage and use of higher‑coupon “kicker” municipal bonds, the engagement of A.H. Williams & Company, LP as a named sub‑advisor on that strategy, and the firm’s role as a solicitor receiving referral compensation from other RIAs (with required disclosures). The brochure also details custodian relationships (Schwab), policies on cross‑trades and personal trading oversight, and indicates the firm’s use of endorsements in its advertising and referral materials.
Client services
Expertise
Fee options
$0+: Negotiable up to 2.00% (Total Portfolio Management) $0+: Negotiable up to 1.00% (Municipal Bond Advantage Strategy) $0+: 1.25% - 1.50% (Core Plus Strategy)
Account minimum: $500,000 Fee-only: Annual investment advisory fees up to 2.00% negotiable based on scope and level of services, paid quarterly in advance.
Main office
1273 E. Lancaster Ave
Berwyn PA 19312
Advisors at this office
3
Most active in
California · Pennsylvania
Also doing business as
Watkinson Capital · Watkinson Capital Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
William W
Series 63, Series 65
Berwyn, PA
Watkinson Capital Advisors LLC
William Watkinson is a financial advisor at Watkinson Capital Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Profund Distributors, Inc. prior to joining his current firm in 2017. Watkinson Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary portfolio management, municipal bond strategies, and asset management services. The firm emphasizes tax-advantaged fixed income through its Municipal Bond Advantage laddering strategy and a Core-Plus hybrid approach that incorporates leverage and active trading.
William W
Series 63, Series 65
Berwyn, PA
Watkinson Capital Advisors LLC
William Watkinson is a financial advisor at Watkinson Capital Advisors LLC in Berwyn, PA, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Watkinson Capital Advisors since 2009. Watkinson Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary portfolio management, municipal bond strategies, and asset management services that may include financial planning and ETF-based allocations. The firm’s approach centers on tax-advantaged fixed income, featuring a Municipal Bond Advantage laddering strategy and a Core-Plus hybrid program combining a laddered core with a levered trading component.
Mark W
Series 63, Series 65
Berwyn, PA
Watkinson Capital Advisors LLC
Mark Watkinson is a financial advisor with Watkinson Capital Advisors LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Watkinson Capital Advisors since 2017 and previously spent three years at A.H. Williams & Co. Outside of his advisory role, he manages a rental property. Watkinson Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary portfolio management, municipal bond strategies, and asset management services. The firm’s approach focuses on tax-advantaged fixed income, utilizing a Municipal Bond Advantage laddering strategy and a Core-Plus hybrid strategy that combines laddered allocations with a levered trading component.
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