Investment adviser · CRD 125941
THE JENKINS GROUP
Investment adviser filing (IA)
THE JENKINS FINANCIAL GROUP, INC.
ALBANY, GA, United States · Form ADV filed Sep 11, 2026
- Regulatory AUM
- $270M Form ADV · Item 5.F
- Client accounts
- 458 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 91 | $226,813,553 | 84.0% |
| Individuals | 160 | $43,293,089 | 16.0% |
Filing source
Form ADV 2131873 · Sep 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
2327 LAKE PARK DRIVEALBANY, GA, 31707, United States
CRD 125941
Filing source
Form ADV 2131873 · Sep 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.