J D ATKINSON

Overview

J D Atkinson operates as a small, owner-managed limited liability company that combines accounting services with fee-based financial advice. The firm focuses on financial planning, discretionary portfolio management for individuals and small businesses, and selection of outside advisers when clients need access to capabilities the firm does not provide directly. Its fee model includes both a percentage-of-AUM component and hourly charges, which supports blended work for planning and portfolio oversight. Investment activity tilts toward liquid, publicly traded equities as the primary allocation. The firm is also a capital allocator: it places client capital with third-party managers when appropriate and incorporates non-traditional assets into client programs. J D Atkinson is not an active ESG investor, is not registered as a multistate adviser, and retains an insurance company industry affiliation that can shape product availability for clients (for example, annuities).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices