Wilkinson Global Asset Management Llc
- Regulatory AUM
- $1.9B
- Discretionary
- $1.8B
- Clients
- 575
- Avg AUM / client
- $3.3M
- Accounts
- 575
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 486 | $1.4B | 74.8% |
| Charitable organizations | 45 | $238M | 12.7% |
| Corporations and other businesses | 44 | $236M | 12.6% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| New York School Of Interior Design EIN 131662715 | New York, NY | 06/30/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Jewish Home & Hospital Retirement Plan The New Jewish Home | 2024 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Wilkinson, Charles, Carroll | Chief Operating, Financial & Compliance Officer (Cco) | Oct 2018 (8y) | ≈ 18.75% – 50% via Wilkinson Global Capital Partners Llc | |
| Wilkinson, Donald Iii, Mclean, Cfa | Chairman And Chief Executive Officer | Oct 2018 (8y) | ≈ 18.75% – 50% via Wilkinson Global Capital Partners Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wilkinson Global Capital Partners Llc | Sole Member | Dec 2020 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Wilkinson, Charles, Carroll: 25% – 50% of Wilkinson Global Capital Partners Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Wilkinson, Donald Iii, Mclean, Cfa: 25% – 50% of Wilkinson Global Capital Partners Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Jewish Home & Hospital Retirement Plan | The New Jewish Home | 97 | $78.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| New York School Of Interior Design | Public charity | $71.3M | 06/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $680M (36% of AUM) Apr 2026
- Charles Schwab & Co. $569M (30% of AUM) Apr 2026
- Citigroup Global Markets Inc. $158M (12% of AUM) Jan 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗