THE JENKINS FINANCIAL GROUP, INC.
C36
CRD 125941·SEC 801-133929·ALBANY, GA
AUM
$270.1M
$100M-$500M
Est. Revenue
$2.7M
@ 1% on AUM
Est. EBITDA
$810K
@ 30% margin
Est. Deal Value
$6.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Operations
Advisory staff (5-yr trend)
'25 · 3 advisors
'26 · 3 advisors
'25'26
3 advisors → 3 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersOther Advisory Services
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Compliance & brand
All other collected signals (19)
Everything else we've pulled for this record, not yet curated into a section.
Fdic Zip Branches Raw
First State Bank & Trust CompanyAlbany, GA
First Union National Bank of GeorgiaAlbany, GA
Soi Zip Distribution
Stub 1
| AGI | 60,970 |
| Returns | 4,290 |
Stub 2
| AGI | 107,034 |
| Returns | 3,010 |
Stub 3
| AGI | 78,233 |
| Returns | 1,280 |