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 organized as a corporation and owned by an individual. The firm serves individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. It identifies as a capital allocator, meaning it places client capital with external managers for certain strategies. Fee arrangements include a percentage of assets under management and hourly charges. The firm does not position itself as an active ESG investor.
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 3
Anton Bueschen
Investment Adviser RepresentativeCRD 4246323
Davis Gill
Financial AdvisorCRD 6653056
Kelly Jenkins
Financial Advisor and Registered RepresentativeCRD 2565382
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
Similar firms
Kingsmark Private Financial Advisors, LLC
RIAAlbany, GA
Cedric Deon Bean Enterprises LLC
RIAAlbany, GA
Bull Street Advisors
RIASavannah, GA
Conscious Wealth Investments, LLC
RIAAtlanta, GA
C.W. O'Conner Wealth Advisors, Inc.
RIADuluth, GA
Banyan Capital Management, Inc.
RIAAtlanta, GA