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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 Aug 17, 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
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 |
|---|---|---|---|
| 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.