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 registered investment adviser organized as an LLC that began SEC registration in 2025 and operates as a capital allocator for individual and family clients. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. Core advisory services listed by the firm are financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. The firm is not identified as an active ESG investor and reports an affiliation with accounting professionals as part of its industry relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
2 of 2
Justin Hamilton
Chief Investment OfficerCRD 7816106
Carmen McClennon
Chief Operating OfficerCRD 7816110
Contacts
3 of 5
Benjamin Dierkes
Wealth AdvisorCRD 6072646
Carroll Wilkerson
FounderCRD 1395035
Graham Buresh
Investment Adviser RepresentativeCRD 7721495
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 158Active vs passive
$271M in ETFs
52%
$142M
45%
$129M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $47.5M | 63,652 | 17.55% |
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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