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- Custodian
- Charles Schwab & Company · Jackson National Life
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-12-2021
- Office Locations
- 1
Office Locations
About Adkins Asset Management LLC
Adkins Asset Management, LLC is a Tennessee-based RIA providing financial planning and investment management, building IPS-driven, asset-allocation portfolios across fixed income, U.S. and international equities. The firm can establish custodial accounts and may manage portfolios on a discretionary basis. Founded in 2021 by CPA Jimmy Adkins and joined by James Adkins, it’s a small, advisor-led practice serving retail clients, including entrepreneurs, with Charles Schwab as a primary custodian.
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Owner & Executives
Jimmy Ray Adkins
Chief Compliance Officer, Investment Advisor
- CRD
- #7363599
- Ownership
- 75% or more
James Robert Adkins
Investment Advisor
- CRD
- #7469417
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,830,373 | -- |
| Non-Discretionary | $7,776,420 | -- |
| Total | $9,606,793 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,606,793
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $220,178,176 | 9.2% |
| U.S. Government/Agency | $859,173,534 | 35.9% |
| Cash | $761,050,652 | 31.8% |
| Equity - Exchange | $552,838,681 | 23.1% |
| Total | $2,393,241,043 | 100.0% |