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Wilkerson Advisory Group LLC

● SEC registered since 2025CRD 334668SEC# 801-131978Columbia, MO
Export (members)
Reg. AUM
$271.9M
Employees
8
Accounts
1,578
Location
Columbia, MO

Wilkerson Advisory Group LLC assets under management

Wilkerson Advisory Group LLC is an SEC-registered investment adviser based in Columbia, MO. The firm has been registered since 2025. It reports $271.9 million in regulatory assets under management and employs 8 people.
www.wilkersonadvisorygroup.comView on SEC.gov ↗

Wilkerson Advisory Group LLC owners & executives

3 reported
NameTitleOwnershipSince
Carmen McClennonChief Compliance OfficerUnder 5%2025
Carroll Wayne Wilkerson ControlMemberOver 75%2025
Justin HamiltonChief Investment OfficerUnder 5%2025

Frequently asked questions

How much does Wilkerson Advisory Group LLC manage?

Wilkerson Advisory Group LLC reports $271.9 million in regulatory assets under management on its Form ADV.

How many employees does Wilkerson Advisory Group LLC have?

Wilkerson Advisory Group LLC reports 8 employees.

Where is Wilkerson Advisory Group LLC located?

Wilkerson Advisory Group LLC is based in Columbia, MO and has been SEC-registered since 2025.

Does Wilkerson Advisory Group LLC disclose fund performance?

Wilkerson Advisory Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 Southampton Dr, Suite 101, Columbia, MO 65203
Phone573 400 6101
Office hours8:30a.m. To 4:30p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$271.9M
Non-discretionary$0
Total (RAUM)$271.9M