$1.1B Total AUM
$1.1B Disc. AUM
23.6% 3Y CAGR
11 Employees
212 ADV. Clients
36 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-14-1989
- Office Locations
- 1
Office Locations
160 Federal St., 22nd Floor Boston MA
About Wilkins Investment Counsel, INC
Wilkins Investment Counsel is a Boston-based investment advisor serving retail and institutional clients, including entrepreneurs. The firm provides discretionary asset management and portfolio construction, investing primarily with ETFs alongside fixed income allocations. It publishes a quarterly Investment Outlook with market guidance and perspective; custodians include Fidelity/NFS.
Team overview
49 AVG AGE
$186.3M AVG AUM / ADVISOR
$5.3M AVG AUM / CLIENT
10.9 yrs AVG TENURE
11 Employees
6 Advisory Reps
5 RIA Reps
36yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
MICHAEL FRANCIS CHARLAND
DIRECTOR, President
- CRD
- #4327676
- Ownership
- 25% but less than 50%
Available
Available
Available
J
JOHN PARKER WILKINS
Chairman, DIRECTOR
- CRD
- #2270089
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 5 owners & executives
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Z
Zhou Feng
--
- CRD
- #8231948
Available
Available
Available
A
Areeb Khan
Director of Research
- CRD
- #8234879
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,117,783,829 | $5,272,565 |
| Non-Discretionary | $0 | -- |
| Total | $1,117,783,829 | $5,272,565 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Cash:
Available Public Funds:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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