Adkins Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$9,606,793
Total clients
68
3% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
34
Average account size
$141,276
About
Adkins Asset Management provides financial planning, investment management, and combined wealth management services to individuals (including high‑net‑worth clients), small businesses, and trust programs. The firm documents client objectives and risk tolerances in investment policy statements and tailors the scope of planning and portfolio services to each client relationship.
The firm’s investment approach is centered on asset allocation informed by macroeconomic analysis and client‑specific factors, with implementation across mutual funds, ETFs, equities, and fixed income. A notable operational characteristic is that a larger portion of assets are managed on a non‑discretionary basis — the brochure reports approximately $2.73 million non‑discretionary versus $1.425 million discretionary as of January 31, 2024 — so many clients retain final trade authority while receiving recommendations and ongoing monitoring.
Compared with peers, the firm combines advisory services with an accounting affiliation and an actively licensed CPA among its principals, which the firm indicates is used for coordination on tax and accounting matters. It is a small, recently formed advisory practice (founded in 2021, two advisors) that emphasizes integrated financial planning in its wealth management offering and relies on a custodial platform for execution and client reporting.
Client services
Expertise
Fee options
One-time flat fee for Financial Planning Services as agreed
$0 - $1,000,000: 0.75% $1,000,000 - $3,000,000: 0.65% $3,000,000 - $5,000,000: 0.60% $5,000,000+: 0.40%
$250 per planner-hour for Financial Planning Services
Flat quarterly retainer fee for Investment Management Services as agreed
Account minimum: $500,000 Fee-only: Financial Planning Services charged hourly at $250 per planner-hour, or one-time flat fee, or capped hourly fee as agreed
Main office location
Adkins Asset Management LLC
Cordova TN, United States
Number of offices
1
Most active in
Tennessee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")