Adkins Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
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.
Client services
Expertise
Fee options
One-time flat fee for Financial Planning Services as agreed
$0 - $1,000,000: 0.75% $1,000,000 - $3,000,000: 0.65% $3,000,000 - $5,000,000: 0.60% $5,000,000+: 0.40%
$250 per planner-hour for Financial Planning Services
Flat quarterly retainer fee for Investment Management Services as agreed
Account minimum: $500,000 Fee-only: Financial Planning Services charged hourly at $250 per planner-hour, or one-time flat fee, or capped hourly fee as agreed
Main office
Cordova TN
Advisors at this office
2
Most active in
Tennessee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
James A
Series 65
Cordova, TN
Adkins Asset Management LLC
James Adkins is a Series 65-licensed financial advisor with Adkins Asset Management LLC in Cordova, Tennessee, bringing four years of industry experience. His prior work includes roles at Jackson Howell and Associates and Robert Half. Adkins Asset Management LLC offers financial planning, investment management, and wealth management services tailored to individuals, high-net-worth clients, small businesses, and trusts. The firm’s investment approach focuses on asset allocation guided by economic analysis and uses individualized Investment Policy Statements with diversified holdings.
Jimmy A
Series 65
Cordova, TN
Adkins Asset Management LLC
Jimmy Adkins is a Series 65-licensed financial advisor with four years of experience at Adkins Asset Management LLC in Cordova, TN. He also works part-time as an audit manager at Jackson Howell & Associates PLLC, a Certified Public Accounting firm where he has been employed since 1987. Adkins Asset Management LLC provides financial planning, investment management, and wealth management services to individuals, high-net-worth clients, small businesses, and trusts. The firm customizes services for each client and emphasizes asset allocation based on economic analysis, implementing strategies through individualized Investment Policy Statements and diversified holdings.
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