JMG FINANCIAL GROUP LTD

CRD 110302File 801-23526

APPROVED

Retail clients

Custody

Filing as of Mar 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$7.50B

Top 10% of cohort (national)

Discretionary AUM

$7.17B

Non-discretionary $325.8M

Clients

1,789

7,164 accounts

Employees

103

Top 25% of cohort in IL

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Feb 13, 1985
Principal office: 2001 BUTTERFIELD ROAD, SUITE 1400, DOWNERS GROVE, IL, 60515
Phone: 630-571-5252
Website: https://www.linkedin.com/company/jmg-financial-group-ltd/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $7.50B
Discretionary AUM: $7.17B
Non-discretionary AUM: $325.8M
Discretionary accounts: 6,387
Non-discretionary accounts: 777
Total accounts: 7,164
AUM per client: $4.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$9.3M
Charitable organizations	Fewer than 5	$4.9M
High net worth individuals	1,403	$7.27B
Pension and profit sharing plans	8	$1.2M
Individuals (other than high net worth individuals)	373	$214.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.