The Jenkins Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$220,707,884
Total clients
223
32% high-net worth
Total advisors
3
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
74
Average account size
$989,721
About
The Jenkins Group serves individual investors (including high-net-worth clients), trusts, estates, charitable organizations, and business entities with a mix of portfolio management and financial planning services. Offerings documented in the brochure include discretionary and non-discretionary asset management, financial planning and consulting, retirement and 401(k) plan review, tax and estate planning, and referrals to third-party managers.
The firm constructs portfolios using in-house model portfolios, third‑party money managers, and sponsored advisory programs offered through LPL Financial and SEI, and it monitors and rebalances allocations or replaces managers as needed. Services are delivered on both discretionary and non‑discretionary bases, and the firm generally directs clients to custody and execute through its primary platform relationships.
Noteworthy for a three‑advisor firm, it manages over $200 million in client assets while maintaining an affiliated tax business and retirement‑plan expertise, reflecting an integration of investment, tax, and plan‑fiduciary services. Advisors are also registered representatives and licensed insurance agents and may receive commissions, 12b‑1 fees, or compensation from third‑party managers—conflicts the brochure discloses and addresses in its policies.
Client services
Fee options
$0+: 1.05% base fee of assets under management (plus any applicable LPL Program Fee) $10,000 - $50,000: MWP program minimum varies by model ($10,000 to $50,000) $50,000 - $100,000: MAS program minimum varies by portfolio manager ($50,000 to $100,000) $0+: SEI Asset Management Program fee of 1% of market value
Insurance products commissions and compensation from securities sales as registered representatives
Financial planning and advisory consulting services at $150.00 per hour
Fee-only: Financial planning and advisory consulting services at $150.00 per hour
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
The Jenkins Group
2327 Lake Park Drive
Albany GA 31707, United States
Number of offices
2
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