# Jardine Financial Group

> Jardine Financial Group is a state-registered investment advisory firm in Richardson, TX, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 13, 2026.

- CRD: 175449
- Filed as: JARDINE FINANCIAL GROUP
- Legal name: Jardine Financial Group, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Richardson, TX
- Filing period: October 2026
- Form ADV filing dated: January 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/175449
- AdvisorCensus page: https://advisorcensus.com/firm/jardine-financial-group-richardson-tx-175449

## Quick answers

**How is Jardine Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Jardine Financial Group reports these compensation arrangements: a percentage of assets under its management.

**Where is Jardine Financial Group located?**
Jardine Financial Group's principal office is in Richardson, TX, according to its Form ADV.

**Is Jardine Financial Group registered with the SEC or a state?**
Jardine Financial Group is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 175449.

**How much does Jardine Financial Group manage?**
Jardine Financial Group reports $75,413,106 in regulatory assets under management in its Form ADV filing dated January 13, 2026 (100% discretionary).

**What types of clients does Jardine Financial Group serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (66); individuals (other than high net worth individuals) (5).

**Does Jardine Financial Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/175449

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $75,413,106
- Discretionary: $75,413,106
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $5,817,400 |
| High net worth individuals | 66 | $69,595,706 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jardinefinancialgroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jardine Financial Group (CRD 175449): Form ADV filing data as of October 2026.