# Durkin Investment Group, LLC.

> Durkin Investment Group, LLC. is a state-registered investment advisory firm, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 167370
- Filed as: DURKIN INVESTMENT GROUP, LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/167370
- AdvisorCensus page: https://advisorcensus.com/firm/durkin-investment-group-llc-167370

## Quick answers

**How is Durkin Investment Group, LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), Durkin Investment Group, LLC. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Durkin Investment Group, LLC. registered with the SEC or a state?**
Durkin Investment Group, LLC. is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 167370.

**How much does Durkin Investment Group, LLC. manage?**
Durkin Investment Group, LLC. reports $69,053,873 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary).

**What types of clients does Durkin Investment Group, LLC. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (48); high net worth individuals (16).

**Does Durkin Investment Group, LLC. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/167370

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $69,053,873
- Discretionary: $69,053,873
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 48 | $13,494,595 |
| High net worth individuals | 16 | $55,559,278 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- durkininvest.com
- durkininvestmentgroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Durkin Investment Group, LLC. (CRD 167370): Form ADV filing data as of October 2026.