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 and registered with the SEC in 2025. The firm serves 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 comprehensive financial planning, discretionary portfolio management, pension consulting services, and the selection of other advisers. Fee arrangements are flexible: the firm charges percentage-of-AUM fees and also uses hourly and fixed-fee engagements. Wilkerson is not an active ESG investor according to its disclosure.
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
2 of 2
Carmen McClennon
Chief Operating OfficerCRD 7816110
Justin Hamilton
Chief Investment OfficerCRD 7816106
Contacts
3 of 4
Thomas Squires
Senior Wealth AdvisorCRD 5789167
Benjamin Dierkes
Wealth AdvisorCRD 6072646
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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