THE JENKINS GROUP
Firm details
- Headquarters
- ALBANY, Georgia
- CRD number
- 125941
- Registered since
- July 23, 2025
- Website
- www.jenkinsgroup.net
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Exchange Traded Equities20%
- Cash & Cash Equivalents3%
- US Government Bonds2%
- State & Local Bonds2%
Contacts
3 of 3Davis Gill
Financial AdvisorCRD 6653056
KELLY JENKINS
Financial Advisor and Registered RepresentativeCRD 2565382
ANTON BUESCHEN
Investment Adviser RepresentativeCRD 4246323
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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