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WILKINS INVESTMENT COUNSEL, INC
Legal name: WILKINS INVESTMENT COUNSEL INC
CRD 104913File 801-35172
APPROVED
Retail clients
Filing as of Apr 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.12B
Above cohort median (national)
Discretionary AUM
$1.12B
Clients
211
212 accounts
Employees
11
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Sep 14, 1989
- Principal office
- 160 FEDERAL ST., 22ND FLOOR, BOSTON, MA, 02110
- Phone
- 617-951-9969
- Website
- HTTP://WWW.WILKINSINVEST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.12B
- Discretionary AUM
- $1.12B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 212
- Non-discretionary accounts
- 0
- Total accounts
- 212
- AUM per client
- $5.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 15 | $68.3M |
| High net worth individuals | 177 | $1.00B |
| Individuals (other than high net worth individuals) | 19 | $11.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 212 | 211 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.