RIA IntelAdvisersTennesseeADKINS ASSET MANAGEMENT LLC

ADKINS ASSET MANAGEMENT LLC

Advisory

TN

Data as of Mar 27, 2026 · Source: SEC Form ADV

Average account
$141K
across 68 accounts
AUM per adviser
$5M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$10M
Discretionary %
19.1%
Clients
68
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$10M
Discretionary AUM$2M
Non-Discretionary AUM$8M
Discretionary %19.1%
Total Clients68
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TN

Closest by assets under management. All figures from Form ADV.

JENNINGS INVESTMENT GROUP, INC.
$10M
BRIDGEWORKS ASSET MANAGEMENT, LLC
$10M
NASHVILLE FINANCIAL PLANNING, LLC
$10M
JOYFUL STEWARD SERVICES LLC
$10M
HOSKINS FINANCIAL, LLC
NASHVILLE, TN
$10M
ALEXANDER ADVISORY SERVICES, LLC
KNOXVILLE, TN
$10M

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