A complete list of active advisors currently associated with Wilkinson Capital Management, LLC

Warmer can help you find a great advisor at Wilkinson Capital Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Wilkinson Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
James Wilkinson	St. Paul, MN	24

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