Wilkinson Capital Management, LLC

Overview

Wilkinson Capital Management, LLC is a small, privately held advisory firm organized as a limited liability company that serves individual and family clients. The firm operates as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. Wilkinson is not identified as an active ESG investor and is not reported as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives