# J D Atkinson

> J D Atkinson is a state-registered investment advisory firm in Colorado Springs, CO, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 24, 2026.

- CRD: 331483
- Filed as: J D ATKINSON
- Legal name: JD Atkinson LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Colorado Springs, CO
- Filing period: October 2026
- Form ADV filing dated: January 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331483
- AdvisorCensus page: https://advisorcensus.com/firm/j-d-atkinson-colorado-springs-co-331483

## Quick answers

**How is J D Atkinson compensated?**
On its Form ADV (Item 5.E, October 2026), J D Atkinson reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is J D Atkinson located?**
J D Atkinson's principal office is in Colorado Springs, CO, according to its Form ADV.

**Is J D Atkinson registered with the SEC or a state?**
J D Atkinson is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331483.

**How much does J D Atkinson manage?**
J D Atkinson reports $2,100,000 in regulatory assets under management in its Form ADV filing dated January 24, 2026 (100% discretionary).

**Does J D Atkinson 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/331483

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,100,000
- Discretionary: $2,100,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $2,100,000 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. J D Atkinson (CRD 331483): Form ADV filing data as of October 2026.