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| The Jenkins Financial Group Inc
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| CRD # | 125941 |
| SEC # | 801-133929 |
| CIK # | |
| AUM | 270.1 M (2026-03-16) |
| Employees | 5 (60% Investors, 60% Brokers) |
| Fees | |
| Minimum | |
| Phone | 229-883-8028 |
| Address | 2327 Lake Park Drive Albany, GA 31707 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/16/2026) [Brochure] |
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Item 5 Fees and Compensation
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. Our fees are payable as invoiced upon completion of the services rendered. The fees charged
are solely for financial planning and advisory consulting services, and do not include any commissions
that might be generated upon implementation of any securities or insurance recommendations. We will
only receive an hourly fee and will not receive performance based fees or fees based off of capital
gains or appreciation.
Our fees are negotiable depending upon the complexity and scope of the services rendered. We will
provide you with an estimate of the total time/cost at the start of the advisory relationship. In limited
circumstances, the cost/time could potentially exceed the initial estimate. In such cases, we will notify
you and request that you approve the additional fee. All terms of our engagement will be evidenced in
the agreement that you sign with our firm. Under no circumstances will we require prepayment of a fee
in excess of $500.00 for services not performed within six months of the advanced payment.
You may terminate the financial planning and consulting agreement upon written notice to our firm.
You may terminate the Agreement within five (5) days of the date of acceptance without penalty to the
termination. After the five-day period, either party may terminate the financial planning agreement by
providing 30 days advance written notice to the other party. Upon termination, any prepaid fees will be
pro-rated to the date of termination and any unearned portion thereof will be refunded to you.
Asset Management Services
Our firm earns a "base fee" equal to 1.05% of your assets under management, which is in addition to
any applicable "Program Fee" charged for participation in LPL Financial Sponsored Advisory Programs
(described below). Any applicable Program Fees will be added to the base fee in order to calculate
your total annualized fee, which will be specified within the applicable Program's disclosure documents
which will be charged by LPL Financial directly. Our base fee is negotiable, depending on individual
client circumstances. At our sole discretion, we may reduce the fee based on your individual
circumstances, and the scope, size, and complexity of the account. The amount of the fee will be
clearly stated in the executed agreement for services. The annual fee for asset management services
is billed quarterly in advance based on the market value of the assets on the last business day of the
preceding calendar quarter. Fees will be assessed pro rata in the event the advisory agreement is
executed at any time other than the first day of a calendar quarter.
At our discretion, we may combine the account values of family members living in the same household
to determine the applicable advisory fee. For example, we may combine account values for you and
your minor children, joint accounts with your spouse, and other types of related accounts. Combining
account values may increase the asset total, which may result in your paying a reduced advisory fee.
• You provide our firm with written authorization permitting the fees to be paid directly from your
account held by the qualified custodian;
• For Florida and Alabama clients, we send you an invoice showing the amount of the fee, the
value of the assets on which the fee is based, the time period covered by the fee, and the
specific manner in which the fee was calculated; and
• The qualified custodian agrees to send you a statement, at least quarterly, indicating all
amounts disbursed from your account including the amount of the advisory fee paid directly to
our firm.
You may terminate the asset management agreement upon 30 days written notice to our firm. You will
incur a pro rata charge for services rendered prior to the termination of the asset management
agreement, which means you will incur advisory fees only in proportion to the number of days in the
quarter for which you are a client. If you have pre-paid advisory fees that we have not yet earned, you
will receive a prorated refund of those fees.
Selection of Other Advisers
We do not charge you a separate fee for the selection of other advisers. We will share in the total fee
you pay directly to the TPMM. The total fee you pay to the TPMM is established and payable in
accordance with the brochure provided by each TPMM to whom you are referred. These fees may or
may not be negotiable. Our compensation may differ depending upon the individual agreement we
have with each TPMM. As such, a conflict of interest exists where our firm or persons associated with
our firm has an incentive to recommend one TPMM over another TPMM with whom we have more
favorable compensation arrangements or other advisory programs offered by TPMMs with whom we
have less or no compensation arrangements.
You may be required to sign an agreement directly with the recommended TPMM(s). You may
terminate your advisory relationship with the TPMM according to the terms of your agreement with the
TPMM. You should review each TPMM's brochure for specific information on how you may terminate
your advisory relationship with the TPMM and how you may receive a refund, if applicable. You should
contact the TPMM directly for questions regarding your advisory agreement with the TPMM.
LPL Financial Sponsored Advisory Programs
The fees for LPL's Sponsored Advisory Programs are billed on a pro-rata annualized basis quarterly in
advance based on the value of your account on the last day of the previous quarter. LPL serves as
program sponsor, investment adviser and broker-dealer for the LPL advisory programs in certain
cases. The fees you pay when participating in an LPL Financial Sponsored Advisory Program include,
... |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/16/2026) [Brochure] |
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Item 7 Types of Clients We offer investment advisory services to individuals including high net worth individuals, trusts, estates, charitable organizations, corporations, and other business entities. In general, we do not require a minimum dollar amount to open and maintain an advisory account. Third party money managers may set a minimum fee or account size requirement for their accounts. For more information regarding these program minimums, please refer to the relevant third party adviser's disclosure brochure. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 43.3 |
| (b) Individuals (high net worth individuals) | 91 | 226.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 458 | 270.1 |
| By Discretionary | ||
| Discretionary | 458 | 270.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 458 | 270.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 270.1 | |
| Total | 458 | 270.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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|---|---|---|
|
Councilmark Asset Management LLC
✚
|
TN | 270.8 M |
|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
Mader & Shannon Wealth Management Inc
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