Wilkinson Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wilkinson Capital Management, LLC is an independent registered investment adviser that provides discretionary investment management and financial planning to individuals, high net worth individuals, trusts and estates. The firm manages approximately $96.99 million for about 98 clients and constructs diversified portfolios using low‑cost mutual funds and ETFs, while also utilizing individual stocks, bonds, and, at times, unaffiliated independent managers.
The firm follows a primarily long‑term, customized approach that begins with establishing investment objectives and strategic asset allocation, then implements and monitors portfolios with ongoing client contact and the opportunity for clients to impose reasonable restrictions. WCM employs fundamental, technical and charting analysis, will rebalance or trade shorter‑term when appropriate, and may recommend retirement account rollovers when deemed in a client’s best interest.
What distinguishes the firm from many peers is its affiliation with a broker‑dealer and its role as a wrap‑fee program sponsor, arrangements that are relatively uncommon among independent advisers and result in bundled transaction, custody and administrative fees. In addition, several advisory personnel are licensed insurance professionals and the firm’s advisory persons also operate in a registered‑representative capacity, meaning commissionable transactions and insurance commissions may be implemented through the affiliated broker‑dealer platform and are disclosed as separate sources of compensation.
Client services
Expertise
Fee options
Fixed fees for financial planning services based on expected hours and negotiated hourly rate
0.50% to 1.50% annually (based on several factors including complexity, assets managed, relationship)
Commission-based compensation earned by registered representatives and insurance professionals affiliated with the advisor but separate from advisory fees
Up to $300 per hour for financial planning services
Fee-only: Financial planning services billed hourly up to $300/hour or fixed fees based on estimated hours, negotiable
Main office
4517 Allendale Drive
St. Paul MN 55127
Advisors at this office
1
Most active in
Minnesota · Texas · Wisconsin
Also doing business as
Aa Financial, LLC · Wilkinson Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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