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Advisor

Craig Jennings

Safewater Investment Management · Alpharetta, Georgia

Craig Jennings is a fee-only financial advisor at Safewater Investment Management in Alpharetta, Georgia. Safewater Investment Management reports charging a percentage of assets and hourly fees on its Form ADV.

Percentage of assetsHourly Fee-only

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Facts

FirmSafewater Investment Management
Based in Alpharetta, Georgia
Fee model (firm's Form ADV)Percentage of assets · Hourly
Assets under management$31.4M across 93 accounts
SEC registration Investment adviser representative in GA · CRD 6379023
Exams passedSeries 66 (2014)
Firm size2 employees
Disclosures None reported

How Craig's firm compares

  • Safewater Investment Management's average account is about $337,000, from its Form ADV (assets managed divided by 93 accounts).

What fee-only advisors charge in Georgia

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Questions about Craig

Is Craig Jennings a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Craig holds no broker registration, and Safewater Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Craig charge for financial advice?

Craig's firm, Safewater Investment Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

Where is Craig Jennings based?

Craig Jennings is based in Alpharetta, Georgia.

Is Craig Jennings registered with the SEC?

Yes. Craig Jennings is registered as an investment adviser representative in GA (CRD 6379023), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Safewater Investment Management manage?

Safewater Investment Management reports $31.4M across 93 accounts in assets under management.

How do I contact Craig Jennings?

Contact details aren't on file yet. Search for Safewater Investment Management.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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