Jennings Investment Group, Inc.

RIASEC Registered
Total AUM
$9.6M
Discretionary
$0
0% of AUM
Avg account
$181K
Accounts
53
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
154389
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI78.13%
  • Individuals21.88%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersMarket Timing Services

Firm profile

FINTRX

Overview

Jennings Investment Group, Inc. is a small, fee-based registered adviser that focuses on portfolio management for individuals, small businesses and institutions. The firm charges a percentage of assets under management and acts as a capital allocator, selecting third‑party managers when appropriate. Its stated advisory activities include discretionary and non‑discretionary portfolio management, selection of other advisers and market‑timing services. Jennings favors liquid, exchange‑traded securities as the backbone of client portfolios and reports an equity preference rather than an emphasis on fixed income or cash management. The firm does not identify as an active ESG investor and operates primarily as a single‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 76%, Cash & Cash Equivalents 24%76%
  • Exchange Traded Equities76%
  • Cash & Cash Equivalents24%

Owners & executives

1 of 1
  • Brice Jennings

    Chief Investment OfficerCRD 2800911

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth