THE JENKINS GROUP

RIASEC RegisteredEst. 2025
Total AUM
$270M
Discretionary
$270M
100% of AUM
Avg account
$590K
Accounts
458
Employees
5
Advisory reps
3

Firm details

Headquarters
ALBANY, Georgia
CRD number
125941
Registered since
July 23, 2025
Custodians
LPL FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI83.97%
  • Individuals16.03%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

The Jenkins Group is an independent registered investment adviser and capital allocator focused on individual and family clients. The firm is owned by an individual and offers a mix of financial planning, portfolio management for individuals and small businesses, and manager-selection services. Its fee structure combines an asset-based percentage and hourly charges, and it is structured to act as a conduit to third-party managers where appropriate. Investment activity centers on pooled public funds for core exposures and selective use of third-party alternative managers for non-correlated return streams. The firm does not position itself as an active ESG investor and operates within a single-state registration scope. Its services emphasize customized planning and multi-manager implementation rather than in-house proprietary funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 73%, Exchange Traded Equities 20%, Cash & Cash Equivalents 3%, US Government Bonds 2%, State & Local Bonds 2%73%
  • Public Funds/Mutual Funds73%
  • Exchange Traded Equities20%
  • Cash & Cash Equivalents3%
  • US Government Bonds2%
  • State & Local Bonds2%

Contacts

3 of 3
  • Davis Gill

    Financial AdvisorCRD 6653056

  • KELLY JENKINS

    Financial Advisor and Registered RepresentativeCRD 2565382

  • ANTON BUESCHEN

    Investment Adviser RepresentativeCRD 4246323

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

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Location

Primary office

ALBANY, GA

DOUGHERTY

Location

ALBANY, GA

Headquartered in ALBANY, GA, in the South of the United States.

Region
South
County
DOUGHERTY
Address
2327 Lake Park Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth