Wilkerson Advisory Group LLC
● SEC registered since 2025CRD 334668SEC# 801-131978Columbia, MO
Reg. AUM
$326.9M
Employees
10
Accounts
1,697
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 $326.9 million in regulatory assets under management and employs 10 people.
Wilkerson Advisory Group LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carmen McClennon | Chief Compliance Officer | Under 5% | 2025 |
| Carroll Wayne Wilkerson Control | Member | Over 75% | 2025 |
| Justin Hamilton | Chief Investment Officer | Under 5% | 2025 |
Frequently asked questions
How much does Wilkerson Advisory Group LLC manage?
Wilkerson Advisory Group LLC reports $326.9 million in regulatory assets under management on its Form ADV.
How many employees does Wilkerson Advisory Group LLC have?
Wilkerson Advisory Group LLC reports 10 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
| Address | 200 Southampton Dr, Suite 101, Columbia, MO 65203 |
| Phone | 573 400 6101 |
| Office hours | 8:30a.m. To 4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$326.9M▲ 20%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$326.9Mregulatory AUM
Discretionary $326.9M