J D Atkinson

Overview

J D Atkinson is structured as a limited liability company owned by an individual and combines accounting services with adviser functions for individuals and small businesses. The firm provides financial planning, discretionary portfolio management for individuals/small businesses, and the selection of third‑party advisers. It operates as a capital allocator and charges clients on a percentage‑of‑AUM basis as well as hourly fees. The firm is registered in Colorado and Louisiana and reports an industry affiliation with an insurance company. It does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices