CRD: 284315
Wilkinson Capital Management, LLC
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- Custodian
- LPL Financial · Merrill Lynch · UBS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-16-2016
- Office Locations
- 1
Office Locations
About Wilkinson Capital Management, LLC
Wilkinson Capital Management is a St. Paul, MN registered investment adviser providing relationship-driven financial planning and investment planning for individuals and families, with a focus on business owners and entrepreneurs. The firm builds asset-allocation portfolios emphasizing ETFs and mutual funds and incorporates risk management, retirement planning, insurance and charitable giving as needed. Custody includes LPL Financial.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
JAMES FRANK WILKINSON
Chief Compliance Officer, FOUNDER, President
- CRD
- #4177028
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,987,595 | $130,769 |
| Non-Discretionary | $0 | -- |
| Total | $96,987,595 | $130,769 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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