# JCG Advisory Group, LLC

> JCG Advisory Group, LLC is a state-registered investment advisory firm in Bozeman, MT, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 26, 2026.

- CRD: 283746
- Filed as: JCG ADVISORY GROUP, LLC
- Legal name: JON C. Goodman RIA, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bozeman, MT
- Filing period: October 2026
- Form ADV filing dated: May 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/283746
- AdvisorCensus page: https://advisorcensus.com/firm/jcg-advisory-group-llc-bozeman-mt-283746

## Quick answers

**How is JCG Advisory Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), JCG Advisory Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is JCG Advisory Group, LLC located?**
JCG Advisory Group, LLC's principal office is in Bozeman, MT, according to its Form ADV.

**Is JCG Advisory Group, LLC registered with the SEC or a state?**
JCG Advisory Group, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 283746.

**How much does JCG Advisory Group, LLC manage?**
JCG Advisory Group, LLC reports $33,685,554 in regulatory assets under management in its Form ADV filing dated May 26, 2026 (100% discretionary).

**What types of clients does JCG Advisory Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (42); high net worth individuals (13); charitable organizations (1).

**Does JCG Advisory Group, LLC 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/283746

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $33,685,554
- Discretionary: $33,685,554
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $8,066,554 |
| High net worth individuals | 13 | $24,194,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $1,425,000 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID, MT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jcgadvisors.com
- joncgoodman.com
- Facebook @JON.C.GOODMAN
- Instagram @JONCGOODMAN
- LinkedIn @JONCGOODMAN
- X @JONCGOODMAN

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JCG Advisory Group, LLC (CRD 283746): Form ADV filing data as of October 2026.