{
  "crd_number": 104913,
  "slug": "wilkins-investment-counsel-inc-boston-ma-104913",
  "primary_business_name": "WILKINS INVESTMENT COUNSEL, INC",
  "legal_name": "WILKINS INVESTMENT COUNSEL INC",
  "dbas": [],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1989-09-14",
  "years_registered": 37,
  "period": "2026-10-01",
  "filing_date": "2026-04-14",
  "carried_forward": false,
  "raum_total": 1117783829.0,
  "raum_discretionary": 1117783829.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 11,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 36365541.0,
      "count": 1,
      "description": "FAMILY OFFICE"
    },
    "charitable": {
      "raum": 68296975.0,
      "count": 15
    },
    "individuals": {
      "raum": 11330046.0,
      "count": 19
    },
    "high_net_worth_individuals": {
      "raum": 1001791267.0,
      "count": 177
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT",
    "MA",
    "ME",
    "NH",
    "NY"
  ],
  "websites": [
    "https://wilkinsinvest.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/104913",
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/wilkins-investment-counsel-inc-boston-ma-104913",
  "display_name": "Wilkins Investment Counsel, Inc",
  "summary": "Wilkins Investment Counsel, Inc is an SEC-registered investment advisory firm in Boston, MA, registered since 1989, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 14, 2026.",
  "citation": "AdvisorCensus. Wilkins Investment Counsel, Inc (CRD 104913): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Wilkins Investment Counsel, Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wilkins Investment Counsel, Inc reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Wilkins Investment Counsel, Inc charge?",
      "a": "Its Form ADV Part 2A brochure dated March 16, 2026 states: Up to $20,000,000: 0.75% a year; Above $20,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Wilkins Investment Counsel, Inc located?",
      "a": "Wilkins Investment Counsel, Inc's principal office is in Boston, MA, according to its Form ADV."
    },
    {
      "q": "Is Wilkins Investment Counsel, Inc registered with the SEC or a state?",
      "a": "Wilkins Investment Counsel, Inc is an SEC-registered investment advisory firm, registered since 1989. Status as filed: Approved. CRD 104913."
    },
    {
      "q": "How much does Wilkins Investment Counsel, Inc manage?",
      "a": "Wilkins Investment Counsel, Inc reports $1,117,783,829 in regulatory assets under management in its Form ADV filing dated April 14, 2026 (100% discretionary)."
    },
    {
      "q": "How have Wilkins Investment Counsel, Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Wilkins Investment Counsel, Inc: Regulatory assets under management: $640,421,794 in the October 2021 data and $1,117,783,829 in the October 2026 data, up 75%. Total employees: 9 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Wilkins Investment Counsel, Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (177); individuals (other than high net worth individuals) (19); charitable organizations (15)."
    },
    {
      "q": "Which custodians does Wilkins Investment Counsel, Inc use?",
      "a": "Wilkins Investment Counsel, Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Investments and SEI Investments Distribution Co. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Wilkins Investment Counsel, Inc report any disciplinary disclosures?",
      "a": "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/104913"
    },
    {
      "q": "What changed in Wilkins Investment Counsel, Inc's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 640421794.0,
      "total_employees": 9,
      "filing_date": "2021-03-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 656200454.0,
      "total_employees": 8,
      "filing_date": "2022-03-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 591788990.0,
      "total_employees": 9,
      "filing_date": "2023-03-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 651258750.0,
      "total_employees": 9,
      "filing_date": "2024-06-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1082037855.0,
      "total_employees": 11,
      "filing_date": "2025-03-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1117783829.0,
      "total_employees": 11,
      "filing_date": "2026-04-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 16, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $20,000,000",
        "rate": "0.75%"
      },
      {
        "band": "Above $20,000,000",
        "rate": "0.5%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $20,000,000: 0.75% a year",
          "Above $20,000,000: 0.5% a year"
        ],
        "quotes": [
          "Our non-negotiable fees for discretionary clients are based on the following annual rates and are calculated quarterly in arrears based on principal value. \n 0.75% on first $20 million of assets \n 0.50% on assets over $20 million."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 20000000.0,
          "rate_pct": 0.75
        },
        {
          "min": 20000000.0,
          "max": null,
          "rate_pct": 0.5
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Our non-negotiable fees for discretionary clients are based on the following annual rates and are calculated quarterly in arrears based on principal value. \n 0.75% on first $20 million of assets \n 0.50% on assets over $20 million."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Investments",
      "name_as_filed": "FIDELITY INVESTMENTS",
      "affiliated": false
    },
    {
      "name": "SEI Investments Distribution Co.",
      "name_as_filed": "SEI INVESTMENTS DISTRIBUTION CO.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/wilkins-investment-counsel-inc-boston-ma-104913.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 19,
      "fewer_than_5": false,
      "raum": 11330046.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 177,
      "fewer_than_5": false,
      "raum": 1001791267.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 15,
      "fewer_than_5": false,
      "raum": 68296975.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 1,
      "fewer_than_5": false,
      "raum": 36365541.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/104913",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}