Adkins Asset Management LLC

Adkins Asset Management provides financial planning, investment management, and combined wealth management services to individuals (including high‑net‑worth clients), small businesses, and trust programs. The firm documents client objectives and risk tolerances in investment policy statements and tailors the scope of planning and portfolio services to each client relationship.

The firm’s investment approach is centered on asset allocation informed by macroeconomic analysis and client‑specific factors, with implementation across mutual funds, ETFs, equities, and fixed income. A notable operational characteristic is that a larger portion of assets are managed on a non‑discretionary basis — the brochure reports approximately $2.73 million non‑discretionary versus $1.425 million discretionary as of January 31, 2024 — so many clients retain final trade authority while receiving recommendations and ongoing monitoring.

Compared with peers, the firm combines advisory services with an accounting affiliation and an actively licensed CPA among its principals, which the firm indicates is used for coordination on tax and accounting matters. It is a small, recently formed advisory practice (founded in 2021, two advisors) that emphasizes integrated financial planning in its wealth management offering and relies on a custodial platform for execution and client reporting.