We take your financial future personally.

know who advises your finances on a personal level.

 
 

Financial Planning

  • Formulation of a personal financial plan.

  • Assist in developing a strategy for successful management of income, assets, and liabilities.

  • Ongoing tracking of progress in achieving financial goals.

Investment Management Services

  • Create an investment policy statement using an asset allocation

    approach encompassing the traditional asset classes of fixed income,

    domestic equities, and foreign securities

  • Assist in the establishment of the necessary custodial account(s)

  • May manage a client’s investment portfolio on a discretionary basis

Additional information about Adkins Asset Management, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov. The SEC’s website also provides information about any persons affiliated with Adkins Asset Management, LLC who are registered, or are required to be registered, as an investment adviser representative of Adkins Asset Management, LLC.

 
 

JIMMY ADKINS, CPA

Jimmy graduated from Harding University in 1986, with a Bachelor of Business Administration degree, majoring in accounting. He joined Jackson, Howell & Associates, PLLC (“JHA”), a locally‐owned CPA firm in 1987 where he worked full time as a certified public accountant (CPA) until December 2020. He became a partner in the firm in 2000 and served as managing partner from 2010‐2019. Jimmy continues to work on a contract basis with the firm and still maintains an active CPA license and is an active member of the American Institute of Certified Public Accountants and the Tennessee Society of Certified Public Accountants.

Jimmy obtained the 1‐65 Uniform Investment Adviser Law Examination license in January 2021 and started Adkins Asset Management, LLC in April 2021.

Jimmy and his beautiful wife Kim have been married since 1986. They are active members of Highland Church of Christ. Additionally, Jimmy currently serves as treasurer on the board of directors of Agape Child and Family Services, Inc.

JAMES ADKINS

James graduated from the University of Memphis in 2014, with a Bachelor of Business Administration degree, majoring in accounting. He joined Jackson, Howell & Associates, PLLC, a locally‐owned CPA firm in the fall of 2014. In the spring of 2021, he accepted an invitation from Jimmy Adkins, his father, to join Adkins Asset Management, LLC.

James obtained the 1-65 Uniform Investment Adviser Law Examination license in November 2021.