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JFG FAMILY OFFICE
Legal name: JOHNSON FINANCIAL GROUP LLC
CRD 125101File 801-79223
APPROVED
Retail clients
Custody
Filing as of May 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.53B
Top 25% of cohort (national)
Discretionary AUM
$2.46B
Non-discretionary $2.07B
Clients
164
1,745 accounts
Employees
62
Top 10% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 7, 2014
- Principal office
- 1144 FIFTEENTH STREET, SUITE 3950, DENVER, CO, 80202
- Phone
- 720-475-1195
- Website
- https://jfgfamilyoffice.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.53B
- Discretionary AUM
- $2.46B
- Non-discretionary AUM
- $2.07B
- Discretionary accounts
- 1,247
- Non-discretionary accounts
- 498
- Total accounts
- 1,745
- AUM per client
- $27.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $20.8M |
| High net worth individuals | 154 | $4.50B |
| Pooled investment vehicles | 1 | $5.4M |
| Individuals (other than high net worth individuals) | 8 | $5.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- 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
- Yes
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 | 47 | 62 | increased by15 |
| Apr 1, 2026 | Clients | 48 | 164 | increased by116 |
| Apr 1, 2026 | AUM | $2,745,499,208 | $4,529,119,285 | increased by$1,783,620,077 |
| Apr 1, 2026 | Accounts | 861 | 1,745 | increased by884 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 35 | 47 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 42 | 48 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,163,979,560 | $2,745,499,208 | increased by$581,519,648 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 763 | 861 | increased by98 |
| Apr 1, 2022 | Employees | 28 | 35 | increased by7 |
| Apr 1, 2022 | Clients | 48 | 42 | decreased by6 |
| Apr 1, 2022 | AUM | $1,340,763,548 | $2,163,979,560 | increased by$823,216,012 |
| Apr 1, 2022 | Accounts | 614 | 763 | increased by149 |
| 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 “JFG FAMILY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JFG FAMILY” 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.