Wilkerson Advisory Group LLC
Firm details
- Headquarters
- Columbia, Missouri
- CRD number
- 334668
- Registered since
- February 13, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI63.65%
- Individuals36%
- Charitable Organizations0.35%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Wilkerson Advisory Group LLC is an independent, individual-owned registered investment adviser that began its SEC registration in 2025. The firm serves primarily individual and family clients and positions itself as a capital allocator that combines financial planning with portfolio management for individuals and small businesses. Its advisory services include financial planning, pension consulting, and the selection of outside advisers. Compensation includes a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents4%
- Other1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 148Active vs passive
$278M in ETFs
55%
$152M
45%
$125M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $50.5M | 66,206 | 18.19% |
Location
Columbia, MO
Boone
Location
Columbia, MO
Headquartered in Columbia, MO, anchoring the Columbia-Moberly-Mexico, MO metro in the Midwest.
- Metro area
- Columbia-Moberly-Mexico, MO
- Region
- Midwest
- County
- Boone
- Address
- 200 Southampton Dr
- Time zone
- CT (UTC-6)
- Office locations
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