# Wilkerson Advisory Group LLC

> Wilkerson Advisory Group LLC is an SEC-registered investment advisory firm in Columbia, MO, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.

- CRD: 334668
- Filed as: WILKERSON ADVISORY GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Columbia, MO
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334668
- AdvisorCensus page: https://advisorcensus.com/firm/wilkerson-advisory-group-llc-columbia-mo-334668

## Quick answers

**How is Wilkerson Advisory Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wilkerson Advisory Group LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does Wilkerson Advisory Group LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 3, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Wilkerson Advisory Group LLC located?**
Wilkerson Advisory Group LLC's principal office is in Columbia, MO, according to its Form ADV.

**Is Wilkerson Advisory Group LLC registered with the SEC or a state?**
Wilkerson Advisory Group LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334668.

**How much does Wilkerson Advisory Group LLC manage?**
Wilkerson Advisory Group LLC reports $326,936,574 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (100% discretionary).

**How have Wilkerson Advisory Group LLC's assets and staff changed since 2025?**
In the Form ADV data for Wilkerson Advisory Group LLC: Regulatory assets under management: $271,900,000 in the October 2025 data and $326,936,574 in the October 2026 data, up 20%. Total employees: 8 in October 2025 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wilkerson Advisory Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (486); high net worth individuals (96).

**Which custodians does Wilkerson Advisory Group LLC use?**
Wilkerson Advisory Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Wilkerson Advisory Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334668

**What changed in Wilkerson Advisory Group LLC's recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in NE.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 3, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> WAG charges an annual investment advisory fee based on the total assets under management up to 1.50%.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $326,936,574
- Discretionary: $326,936,574
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 486 | $117,699,043 |
| High net worth individuals | 96 | $208,093,460 |
| Charitable organizations | Fewer than 5 | $1,144,071 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 10 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, AZ, CO, FL, IL, KS, LA, MN, MO, NE, OH, TN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wilkersonadvisorygroup.com
- Facebook @wilkersonadvisorygroup
- LinkedIn @wilkerson-advisory-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $271,900,000 | 8 | April 21, 2025 |
| October 2026 | $326,936,574 | 10 | September 18, 2026 |

Regulatory assets under management: $271,900,000 in the October 2025 data and $326,936,574 in the October 2026 data, up 20%.
Total employees: 8 in October 2025 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in NE.

### December 2025
- Regulatory assets under management went from $271,900,000 to $306,770,000 (+13%).
- Registered or notice-filed in MN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wilkerson Advisory Group LLC (CRD 334668): Form ADV filing data as of October 2026.