Wilkerson Advisory Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Columbia, MO. Its latest Form ADV filing, dated March 9, 2026, reports $327M in regulatory assets under management, 10 employees, and 1,697 accounts.
Assets Under Management
$327M
Employees
10
Offices
--
Total Clients
582
Primary office
COLUMBIA, MO
200 SOUTHAMPTON DR, SUITE 101, COLUMBIA, MO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.5% of total clients.
Top client categories% of clientsClients
1
Individuals
83.5%
486
2
HNWI
16.5%
96
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$327Mas of March 9, 2026
Discretionary100.0%
$327M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$327M
Total Accounts1,697
10Y AUM Change+$327M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee58:1
10Y Employee Change+2 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.