← Directory
JMG FINANCIAL GROUP LTD
CRD 110302File 801-23526
APPROVED
Retail clients
Custody
Filing as of Mar 23, 2026
Feed vintage Oct 1, 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
- HTTP://JMGFINANCIAL.COM
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 96 | 103 | increased by7 |
| Apr 1, 2026 | Clients | 1,665 | 1,789 | increased by124 |
| Apr 1, 2026 | AUM | $6,366,272,925 | $7,500,135,482 | increased by$1,133,862,557 |
| Apr 1, 2026 | Accounts | 5,763 | 7,164 | increased by1,401 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 56 | 96 | increased by40 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,317 | 1,665 | increased by348 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,715,950,000 | $6,366,272,925 | increased by$1,650,322,925 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,262 | 5,763 | increased by1,501 |
| Apr 1, 2022 | Employees | 54 | 56 | increased by2 |
| Apr 1, 2022 | Clients | 1,154 | 1,317 | increased by163 |
| Apr 1, 2022 | AUM | $3,788,219,000 | $4,715,950,000 | increased by$927,731,000 |
| Apr 1, 2022 | Accounts | 3,724 | 4,262 | increased by538 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “JMG FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JMG FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.