Wilkerson Advisory Group LLC

Wilkerson Advisory Group LLC

Wilkerson Advisory Group LLC is registered as an investment adviser with the SEC, offering financial planning and portfolio management services tailored to high-net-worth individuals and families. The firm functions as a multi-family office, providing consolidated oversight of investments, tax strategy, and estate planning. The firm's strategy centers on constructing diversified portfolios across public equities, fixed income, and alternative investments like private equity and real estate. It emphasizes long-term capital preservation and income generation for its clients through a disciplined asset-allocation process. Geographic focus is primarily on the United States. Wilkerson Advisory Group operates with a lean team of professionals, focusing on personalized service rather than scale. As a multi-family office, it may coordinate with external custodians and tax advisors. The firm discloses its compensation and conflicts of interest in Form ADV filed with the SEC (per SEC filings). Structurally, Wilkerson Advisory Group distinguishes itself by operating exclusively as a fiduciary, with disclosure and prudence obligations to clients under federal law. Its governance is defined by SEC regulations, not family control, making it a professional advisory firm rather than a single-family office.