SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Wilkins Investment Counsel, Inc
Boston, MA
Wilkins Investment Counsel Inc, CRD 104913
Firm filing updated April 14, 2026 ·
- $1.1BAssets
- 212Clients
- 6Advisory staff
- 212Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals177
- Individuals19
- Charities15
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 19 | $11.3 million |
| High net worth individuals | 177 | $1.0 billion |
| Charitable organizations | 15 | $68.3 million |
| Other: "FAMILY OFFICE" | 1 | $36.4 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$1.1 billion
- Accounts212
- DiscretionaryAll accounts
People
- Employees11
- Advisory staff6
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Advisors
5 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Wilkins Investment Counsel Inc SEC-registered investment advisor. CRD 104913, SEC file 801-35172.
- Registered with the SEC as an investment advisor (status date on record: September 14, 1989).
Is Wilkins Investment Counsel, Inc a fiduciary?
Short answer: Wilkins Investment Counsel, Inc is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.