# The Jenkins Group

> The Jenkins Group is an SEC-registered investment advisory firm in Albany, GA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 11, 2026.

- CRD: 125941
- Filed as: THE JENKINS GROUP
- Legal name: The Jenkins Financial Group, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Albany, GA
- Filing period: October 2026
- Form ADV filing dated: September 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/125941
- AdvisorCensus page: https://advisorcensus.com/firm/the-jenkins-group-albany-ga-125941

## Quick answers

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

**How much does The Jenkins Group charge?**
Its Form ADV Part 2A brochure dated March 16, 2026 states: Hourly rate: $150 an hour (financial planning and advisory consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is The Jenkins Group located?**
The Jenkins Group's principal office is in Albany, GA, according to its Form ADV.

**Is The Jenkins Group registered with the SEC or a state?**
The Jenkins Group is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 125941.

**How much does The Jenkins Group manage?**
The Jenkins Group reports $270,106,642 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (100% discretionary).

**How have The Jenkins Group's assets and staff changed since 2025?**
In the Form ADV data for The Jenkins Group: Regulatory assets under management: $220,707,884 in the October 2025 data and $270,106,642 in the October 2026 data, up 22%. Total employees: 5 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Jenkins Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (160); high net worth individuals (91).

**Which custodians does The Jenkins Group use?**
The Jenkins Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does The Jenkins Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/125941

**What changed in The Jenkins Group's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $220,707,884 to $270,106,642 (+22%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Hourly rate: $150 an hour (financial planning and advisory consulting services)

> We offer financial planning and advisory consulting services on an hourly basis at a rate of $150.00 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $270,106,642
- Discretionary: $270,106,642
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 160 | $43,293,089 |
| High net worth individuals | 91 | $226,813,553 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, FL, GA, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jenkinsgroup.net
- Facebook @thejenkinsgroupalbany
- LinkedIn @the-jenkins-group1
- X @group_jenkins

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $220,707,884 | 5 | June 23, 2025 |
| October 2026 | $270,106,642 | 5 | September 11, 2026 |

Regulatory assets under management: $220,707,884 in the October 2025 data and $270,106,642 in the October 2026 data, up 22%.
Total employees: 5 in October 2025 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $220,707,884 to $270,106,642 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Jenkins Group (CRD 125941): Form ADV filing data as of October 2026.