DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
T•• J•••••• G••••
Legal name T•• J•••••• F•••••••• G••••• I•••
Latest filing Sep 11, 2026
First filing on the tape Jun 23, 2025 · 3 filings
SEC status approved since Jul 23, 2025
RAUM
$270M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$270M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$90.0M
derived; firm RAUM over IAPD count
Employees
5
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$270M as of Mar 16, 2026
Jun 23, 2025$221M then
HNW client RAUM$227M as of Mar 16, 2026
Jun 23, 2025$176M then
State-registered IARs (5.B.3)3 as of Mar 16, 2026
Jun 23, 20253 then
Employees (5.A)5 as of Mar 16, 2026
Jun 23, 20255 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Sep 11, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $90.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 84derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.5MderivedHNW RAUM over HNW clients
- Average account
- $589,752derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 1.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourlyreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisers, otherreportedItem 5.G
- Wrap fee program
- $46.5MreportedItem 5.I
- Custody
- $111M, 83 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$227M84%
- Individuals$43.3M16%
- Individual clients
- 160reported
- HNW clients
- 91reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 458reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $111M for 83 clientsreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=3.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| A•••• J••••• B•••••••Certified Financial Planner | Albany, Ga | Aug 3, 2005 | 25 y | 1 |
| K•••• C••••• J•••••• | Albany, Ga | Aug 10, 2005 | 31 y | 0 |
| D•••• G••• | Albany, Ga | Mar 19, 2019 | 19 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- J•••• M•••••• C•••• to A•••••• A••••••• S•••••••Feb 16, 2016 · Other
Joined, latest
- A•••• J••••• B••••••• from S•••••• S••••••••• I•••Aug 3, 2005 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- G•••• D•••• · Vice President, Co-Owner, Secretary, Treasurer, Chief Compliance Officercontrolsince 07/2021 · owns 50% to 75%
- J••••••• K••••• C••••• · Presidentcontrolsince 05/2004 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Albany, Ga · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- custody status changedChange between filings · filing Sep 11, 2026custody of client assets (Item 9.A): no on the filing of 2026-03-16, yes on the filing of 2026-09-11peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Assets in custody · unset to 111282946.0Mar 16, 2026 to Sep 11, 2026
- Custody of client assets · false to trueMar 16, 2026 to Sep 11, 2026
- Financial planning clients · 1-10 to 1-10Mar 16, 2026 to Sep 11, 2026
- Related adviser · false to unsetMar 16, 2026 to Sep 11, 2026
- Related bank · false to unsetMar 16, 2026 to Sep 11, 2026
- Related broker-dealer · false to unsetMar 16, 2026 to Sep 11, 2026
- Related insurance company · false to unsetMar 16, 2026 to Sep 11, 2026
- Succession · false to unsetMar 16, 2026 to Sep 11, 2026
- Accounts · 223 to 458Jun 23, 2025 to Mar 16, 2026
- HNW clients · 72 to 91Jun 23, 2025 to Mar 16, 2026
- Individual clients · 151 to 160Jun 23, 2025 to Mar 16, 2026
- Discretionary RAUM · $221M to $270MJun 23, 2025 to Mar 16, 2026
- HNW RAUM · $176M to $227MJun 23, 2025 to Mar 16, 2026
- Individual RAUM · $45.2M to $43.3MJun 23, 2025 to Mar 16, 2026
- RAUM · $221M to $270MJun 23, 2025 to Mar 16, 2026
- Wrap assets (manager) · unset to 0.0Jun 23, 2025 to Mar 16, 2026
- Wrap assets (sponsor) · unset to 0.0Jun 23, 2025 to Mar 16, 2026
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- tbueschen@jenkinsgroup.netreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 229-883-8028reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 229-883-8030reportedpublished by the firm, firm site, Sep 17, 2026
- Website
- J••••••GROUP.NETreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 229-883-8028reportedpublic record, Form ADV, Sep 11, 2026
- Team page
- JENKINSGROUP.NET/our-teamreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $90.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026