Wilkerson Advisory Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 600 clients last fiscal year.
Wilkerson Advisory Group reports 582 clients. They include 486 individual clients and 96 high-net-worth individuals. Of its assets, 100.0% ($327M across 1,697 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 84% | 36% |
| High-net-worth individuals | 16% | 64% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 486 | $118M | 36.0% | $242K |
| High-net-worth individuals | 96 | $208M | 63.6% | $2.17M |
| Charitable organizations | Fewer than 5 | $1.14M | 0.3% | — |
| Total | 582 | $327M | 100% | — |
- Clients
- 486
- Regulatory AUM
- $118M
- AUM share
- 36.0%
- Avg. per client
- $242K
- Clients
- 96
- Regulatory AUM
- $208M
- AUM share
- 63.6%
- Avg. per client
- $2.17M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.14M
- AUM share
- 0.3%
- Avg. per client
- —
Total
- Clients
- 582
- Regulatory AUM
- $327M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 600
Wilkerson Advisory Group charges up to 1.50% a year for its Discretionary Asset Management. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Full Financial Plan
- Full financial plan services are offered on a fixed fee basis ranging from $2,500 to $15,000.
- Hourly Financial Planning and Consulting
- Certain financial planning and consulting services are charged an hourly fee of $350 per hour.
Carroll Wilkerson owns 75% or more of Wilkerson Advisory Group. The leadership team of Wilkerson Advisory Group includes Chief Investment Officer Justin Hamilton and Chief Compliance Officer Carmen McClennon. It has 10 employees, 4 of them in advisory roles.
Leadership
- Carmen McClennonChief Compliance Officer
- Justin HamiltonChief Investment Officer
- Carroll WilkersonMember
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Graham Michael Buresh
- Bailee Lou Butler
- Benjamin John Dierkes
- Thomas Paden Squires
- Carroll Wayne Wilkerson
Staff
- 10 employees
- 4 in advisory functions
- 4 state-registered reps
- 5 insurance agents
- Owns 75% or more of Wilkerson Advisory Group LLC
Carroll Wilkerson
Control person · since January 2025
Wilkerson Advisory Group’s regulatory assets grew from $272M (April 2025) to $327M (September 2026); clients were 582 in both filings and employees rose from 8 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $327M | 582 | 10 | 1 |
| April 2025 | $272M | 575 | 8 | 1 |
Besides its headquarters, Wilkerson Advisory Group has 0 offices, with 1 listed address in Missouri.
Missouri · 1 listed address
- 200 Southampton DR, Suite 101, ColumbiaHQ
Contact and registration details
- Legal name
- Wilkerson Advisory Group LLC
- Headquarters
- 200 Southampton DR, Suite 101, Columbia, MO 65203
- Website
- wilkersonadvisorygroup.com
- Phone
- 573-400-6101
- @wilkerson-advisory-group
- SEC file
- 801-131978
- Structure
- Missouri LLC
- Fiscal year end
- December
Wilkerson Advisory Group uses Charles Schwab ($327M) as custodian for its separately managed accounts. Wilkerson Advisory Group has custody of $22.9M in client assets for 14 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $327M100%
At year end, Wilkerson Advisory Group’s separately managed accounts were mostly in stocks (85%) and funds (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $326M across 620 positions; the largest are State Street SPDR S&P 500 ETF (14.6%), Victoryshares Free Cash Flow ETF (8.3%) and Avantis International Equity ETF (7.5%).
What the accounts hold
- Stocks85%
- Funds10%
- Cash4%
- Other1%
- Private placements1%
Reported 13F holdings
- $326M
- Reported 13F value
- 620
- Positions
- 58.8%
- In the 10 largest
- +11.9%
- Value vs. prior quarter
- State Street SPDR S&P 500 ETFETF14.6%
- Victoryshares Free Cash Flow ETFETF8.3%
- Avantis International Equity ETFETF7.5%
- Federated Hermes Total Return Bond ETFETF4.8%
- Invesco Qqq Trust Series IETF4.6%
- American Century U.S. Quality Growth ETFETF4.2%
- Avantis U.S. Equity ETFETF4.2%
- Pimco Multisector Bond Active Exchange-traded FundETF4.0%
- Dimensional Short-duration Fixed Income ETFETF3.5%
- Avantis U.S. Small Cap Value ETFETF3.0%
Together, the ten largest are 58.8% of reported value.
How many clients does Wilkerson Advisory Group have?
Wilkerson Advisory Group has 582 clients and manages $327 million for them, as of September 2026. They include 486 individual clients and 96 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 September 2026
What services does Wilkerson Advisory Group offer?
Wilkerson Advisory Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Wilkerson Advisory Group charge?
Wilkerson Advisory Group charges up to 1.50% a year for its Discretionary Asset Management. The fee is billed in arrears and is negotiable.
Which custodians does Wilkerson Advisory Group use?
Wilkerson Advisory Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $327M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 September 2026
How many financial advisors does Wilkerson Advisory Group have?
Wilkerson Advisory Group has 4 investment adviser representatives registered with state securities authorities, out of 10 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wilkerson Advisory Group invest in?
At the end of its last fiscal year, Wilkerson Advisory Group’s separately managed accounts held 85% exchange-traded equities, 10% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents and 1% other. The 1% other category is described as: Private Placements.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wilkerson Advisory Group?
Wilkerson Advisory Group’s direct owner is Carroll Wilkerson (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 September 2026
How does Wilkerson Advisory Group get paid?
Wilkerson Advisory Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Wilkerson Advisory Group?
Wilkerson Advisory Group’s main office is at 200 Southampton DR, Suite 101, Columbia, MO 65203. Its phone number is 573-400-6101. Its website is wilkersonadvisorygroup.com.