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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 212 | 211 | decreased by1 |
| Apr 1, 2026 | Clients | 205 | 212 | increased by7 |
| Apr 1, 2026 | AUM | $1,082,037,855 | $1,117,783,829 | increased by$35,745,974 |
| Apr 1, 2026 | Accounts | 205 | 212 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 11 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 100 | 205 | increased by105 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $656,200,454 | $1,082,037,855 | increased by$425,837,401 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 100 | 205 | increased by105 |
| Apr 1, 2022 | Employees | 9 | 8 | decreased by1 |
| Apr 1, 2022 | Clients | 96 | 100 | increased by4 |
| Apr 1, 2022 | AUM | $640,421,794 | $656,200,454 | increased by$15,778,660 |
| Apr 1, 2022 | Accounts | 96 | 100 | increased by4 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WILKINS INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WILKINS INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.