The Jenkins Advisory, LLC (Memphis)


The Jenkins Advisory, LLC is a large advisory firm based in Memphis. It manages $65.55 million of regulatory assets for 42 client accounts. It has been registered with the SEC as an adviser since 2001.

The Jenkins Advisory provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Jenkins Advisory: assets under management

The assets under management (AUM) of The Jenkins Advisory, LLC is $65.55 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $13 million in discretionary accounts and $52.55 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.63 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.55 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Jenkins Advisory, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Memphis

The principal office where The Jenkins Advisory, LLC performs its advisory services is located at 5395 Estate Office Dr., Ste 4, Memphis, TN 38119, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 901-680-9178 or by fax 901-680-9232. The normal business hours are 8:30am to 5:00pm on Monday - Friday.

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