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Jenkins, Daniel Evan (Wichita)


Jenkins, Daniel Evan is an adviser based in Wichita. It manages $19 million of regulatory assets for 84 client accounts. It has been registered with the SEC as an adviser since 2008.

Jenkins, Daniel Evan provides portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jenkins, Daniel Evan: assets under management

The assets under management (AUM) of Jenkins, Daniel Evan is $19 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $19 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $226.2 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jenkins, Daniel Evan for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Wichita

The principal office where Jenkins, Daniel Evan performs its advisory services is located at 8100 East 22 Nd St North, Wichita, KS 67226, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 316-687-2423 or by fax 316-687-2428. The normal business hours are 8:30 to 4:00 on Monday - Friday.


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