# Wilkinson Capital Management, LLC

> Wilkinson Capital Management, LLC is a state-registered investment advisory firm in St. Paul, MN, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 284315
- Filed as: WILKINSON CAPITAL MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: St. Paul, MN
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284315
- AdvisorCensus page: https://advisorcensus.com/firm/wilkinson-capital-management-llc-st-paul-mn-284315

## Quick answers

**How is Wilkinson Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wilkinson Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wilkinson Capital Management, LLC located?**
Wilkinson Capital Management, LLC's principal office is in St. Paul, MN, according to its Form ADV.

**Is Wilkinson Capital Management, LLC registered with the SEC or a state?**
Wilkinson Capital Management, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 284315.

**How much does Wilkinson Capital Management, LLC manage?**
Wilkinson Capital Management, LLC reports $96,987,595 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).

**What types of clients does Wilkinson Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (62); high net worth individuals (36).

**Does Wilkinson Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/284315

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $96,987,595
- Discretionary: $96,987,595
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 62 | $23,954,950 |
| High net worth individuals | 36 | $73,032,645 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: MN, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wilkinsoncm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wilkinson Capital Management, LLC (CRD 284315): Form ADV filing data as of October 2026.