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THE JENKINS GROUP

ALBANY, GA · CRD 125941 · IAPD ↗ · 229-883-8028

$270.1MRegulatory AUM
3Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
October 2026 — THE JENKINS GROUP now reports custody of client assets ($111.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
63
April 2026 — THE JENKINS GROUP began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
95
August 2025 — THE JENKINS GROUP (ALBANY, GA) is newly SEC-registered with $220.7M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.