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| Wilkerson Advisory Group LLC
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|---|---|
| CRD # | 334668 |
| SEC # | 801-131978 |
| CIK # | 0002079661 |
| AUM | 326.9 M (2026-03-09) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 573-400-6101 |
| Address | 200 Southampton Dr Columbia, MO 65203 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 8.6 | ||
| Caterpillar Inc | 5.2 | ||
| Amazon Com Inc | 3.9 | ||
| Wal Mart Stores Inc | 3.7 | ||
| Apple Inc | 2.0 | ||
| Deere & Co | 2.0 | ||
| Microsoft Corp | 1.9 | ||
| J P Morgan Chase & Co | 1.8 | ||
| Nvidia Corp | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 486 | 117.7 |
| (b) Individuals (high net worth individuals) | 96 | 208.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,697 | 326.9 |
| By Discretionary | ||
| Discretionary | 1,697 | 326.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,697 | 326.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 326.9 | |
| Total | 1,697 | 326.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002079661] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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