# Wilkins Investment Counsel, Inc

> 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.

- CRD: 104913
- Filed as: WILKINS INVESTMENT COUNSEL, INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: April 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104913
- AdvisorCensus page: https://advisorcensus.com/firm/wilkins-investment-counsel-inc-boston-ma-104913

## Quick answers

**How is Wilkins Investment Counsel, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Wilkins Investment Counsel, Inc reports these compensation arrangements: a percentage of assets under its management.

**How much does Wilkins Investment Counsel, Inc charge?**
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.

**Where is Wilkins Investment Counsel, Inc located?**
Wilkins Investment Counsel, Inc's principal office is in Boston, MA, according to its Form ADV.

**Is Wilkins Investment Counsel, Inc registered with the SEC or a state?**
Wilkins Investment Counsel, Inc is an SEC-registered investment advisory firm, registered since 1989. Status as filed: Approved. CRD 104913.

**How much does Wilkins Investment Counsel, Inc manage?**
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).

**How have Wilkins Investment Counsel, Inc's assets and staff changed since 2021?**
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.

**What types of clients does Wilkins Investment Counsel, Inc serve?**
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).

**Which custodians does Wilkins Investment Counsel, Inc use?**
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.

**Does Wilkins Investment Counsel, Inc 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/104913

**What changed in Wilkins Investment Counsel, Inc's recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Up to $20,000,000: 0.75% a year
- Above $20,000,000: 0.5% a year

> Our non-negotiable fees for discretionary clients are based on the following annual rates and are calculated quarterly in arrears based on principal value.  0.75% on first $20 million of assets  0.50% on assets over $20 million.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Investments
- SEI Investments Distribution Co.

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: $1,117,783,829
- Discretionary: $1,117,783,829
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $11,330,046 |
| High net worth individuals | 177 | $1,001,791,267 |
| Charitable organizations | 15 | $68,296,975 |
| Other | 1 | $36,365,541 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1989 (37 years)
- Employees: 11 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, MA, ME, NH, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [wilkinsinvest.com](https://wilkinsinvest.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $640,421,794 | 9 | March 24, 2021 |
| October 2022 | $656,200,454 | 8 | March 28, 2022 |
| October 2023 | $591,788,990 | 9 | March 28, 2023 |
| October 2024 | $651,258,750 | 9 | June 13, 2024 |
| October 2025 | $1,082,037,855 | 11 | March 11, 2025 |
| October 2026 | $1,117,783,829 | 11 | April 14, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wilkins Investment Counsel, Inc (CRD 104913): Form ADV filing data as of October 2026.