WILKERSON ADVISORY GROUP LLC
B58
CRD 334668·SEC 801-131978·COLUMBIA, MO
AUM
$326.9M
$100M-$500M
Est. Revenue
$3.3M
@ 1% on AUM
Est. EBITDA
$981K
@ 30% margin
Est. Deal Value
$7.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Operations
Advisory staff (5-yr trend)
'25 · 4 advisors
'26 · 4 advisors
'25'26
4 advisors → 4 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Fdic Zip Top Banks
The Boone County National Bank of Columbia
Bank of America, National Association
Compliance & brand
All other collected signals (27)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
200 E SOUTHAMPTON DRIVE101COLUMBIA, MO 65203
Business
200 E SOUTHAMPTON DRIVE101COLUMBIA, MO 65203
Edgar Recent Filings
13F-HR2026-05-08 · 0002079661-26-000002
13F-HR2026-02-13 · 0002079661-26-000001
Fdic Zip Branches Raw
United Missouri Bank, National AssociationColumbia, MO
Commerce Bank, National AssociationColumbia, MO
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Zip Distribution
Stub 1
| AGI | 85,950 |
| Returns | 7,100 |
Stub 2
| AGI | 223,783 |
| Returns | 6,050 |
Stub 3
| AGI | 235,298 |
| Returns | 3,820 |