Adkins Asset Management LLC

Overview

Adkins Asset Management LLC is a small, independent registered investment adviser focused on serving individual and family clients and small businesses. The firm provides fee-based financial planning and portfolio management, charging a percentage of assets under management and offering hourly advisory work when appropriate. Investment activity centers on publicly traded pooled vehicles — primarily mutual funds — as the core of client portfolios, while selectively allocating to third-party alternative managers in areas such as real estate, commodities and oil & gas to add diversification and income or inflation protection. The firm is not positioned as a multi-state or pension consultant adviser and does not identify as an ESG-focused allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices