WILKINSON CAPITAL MANAGEMENT, LLC

Overview

Wilkinson Capital Management, LLC is a small, equity‑oriented advisory firm that focuses on individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee model blends asset‑based fees with hourly and fixed‑fee arrangements, reflecting a hybrid service model that suits both ongoing portfolio management and project work. Investment activity shows a clear tilt toward publicly traded equities, with separately managed account capabilities and custody through a national custodian. The firm does not position itself as an ESG manager and is not structured as a multi‑state adviser. As a capital allocator, it supplements core public equity exposure with allocations to third‑party mutual funds and hedge fund managers when appropriate for client goals and risk tolerances.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices