Investment adviser · CRD 104913
WILKINS INVESTMENT COUNSEL, INC
Investment adviser filing (IA)
WILKINS INVESTMENT COUNSEL INC
BOSTON, MA, United States · Form ADV filed Apr 14, 2026
- Regulatory AUM
- $1.12B Form ADV · Item 5.F
- Client accounts
- 212 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 177 | $1,001,791,267 | 89.6% |
| Charities | 15 | $68,296,975 | 6.1% |
| Other clients | 1 | $36,365,541 | 3.3% |
| Individuals | 19 | $11,330,046 | 1.0% |
Filing source
Form ADV 2094492 · Apr 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 14, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
160 FEDERAL ST., 22ND FLOORBOSTON, MA, 02110, United States
CRD 104913
Filing source
Form ADV 2094492 · Apr 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.