Wealth manager, independent · Albany, GA
The Jenkins Group
The Jenkins Financial Group, Inc. · SEC-registered investment adviser · CRD 125941 · SEC 801-133929
At a glance
The Jenkins Group is an SEC-registered investment adviser based in Albany, Georgia, with $270 million in regulatory assets under management as of its Form ADV filed September 11, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 251 individual clients. By Form ADV it is a wealth manager, ranked 4,737th of 8,915 wealth managers and 10,705th of 17,210 SEC-registered advisers by assets.
Main office 229-883-8028jenkinsgroup.netLinkedInAs filed on Form ADV
- Regulatory AUM
- $270M
- Rank among wealth managers
- #4,737 of 8,915
- Rank among all SEC RIAs
- #10,705 of 17,210
- Rank in Georgia
- #208 of 331
- Individual clients
- 251
- High-net-worth clients
- 91
- Accounts
- 458
- Discretionary
- 100% of AUM
- Employees
- 5
- Advisory staff
- 3
- Offices
- 2
Owners and executives on its Form ADV
- Kelly C. JenkinsPresident
- Davis GillVice President, Co-Owner, Secretary, Treasurer, Chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
The Jenkins Group is a hybrid RIA: 3 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed September 2026) names LPL Financial as the broker-dealer its advisers are registered with.
ing investment advice on behalf of our firm are registered representatives with LPL Financial, LLC, a securities broker-dealer, and a member of the Financial Industry Regulatory Authority and the Securities Investor Protection Corporation.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 91 | $227M | 84% |
| Individuals | 160 | $43M | 16% |
Disciplinary disclosures
The Jenkins Group reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
Form ADV and brochures on the SEC’s adviser search ↗jenkinsgroup.net ↗
AtlasMembers
The full record on The Jenkins Group
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 6,459 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does The Jenkins Group manage?
The Jenkins Group reports $270 million in regulatory assets under management across 458 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 11, 2026.
What kind of firm is The Jenkins Group?
The Jenkins Group is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are The Jenkins Group’s clients?
By assets, its largest client types are high-net-worth individuals ($227 million, 91 clients); individuals ($43 million, 160 clients).
Does The Jenkins Group have any disciplinary history?
The Jenkins Group reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is The Jenkins Group’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-11), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →