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THE JENKINS GROUP
Legal name: THE JENKINS FINANCIAL GROUP, INC.
CRD 125941File 801-133929
APPROVED
Retail clients
Custody
Filing as of Sep 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$270.1M
Below cohort median (national)
Discretionary AUM
$270.1M
Clients
251
458 accounts
Employees
5
Below cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 23, 2025
- Principal office
- 2327 LAKE PARK DRIVE, ALBANY, GA, 31707
- Phone
- 229-883-8028
- Website
- HTTPS://WWW.JENKINSGROUP.NET
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $270.1M
- Discretionary AUM
- $270.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 458
- Non-discretionary accounts
- 0
- Total accounts
- 458
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 91 | $226.8M |
| Individuals (other than high net worth individuals) | 160 | $43.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Sep 12, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 223 | 251 | increased by28 |
| Apr 1, 2026 | AUM | $220,707,884 | $270,106,642 | increased by$49,398,758 |
| Apr 1, 2026 | Accounts | 223 | 458 | increased by235 |
| Dec 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “JENKINS GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JENKINS GROUP” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.