# JDM Financial Group LLC

> JDM Financial Group LLC is an SEC-registered investment advisory firm in Austin, TX, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 122057
- Filed as: JDM FINANCIAL GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/122057
- AdvisorCensus page: https://advisorcensus.com/firm/jdm-financial-group-llc-austin-tx-122057

## Quick answers

**How is JDM Financial Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), JDM Financial Group LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

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

**Is JDM Financial Group LLC registered with the SEC or a state?**
JDM Financial Group LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 122057.

**How much does JDM Financial Group LLC manage?**
JDM Financial Group LLC reports $352,799,208 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have JDM Financial Group LLC's assets and staff changed since 2021?**
In the Form ADV data for JDM Financial Group LLC: Regulatory assets under management: $176,837,000 in the October 2021 data and $352,799,208 in the October 2026 data, up 100%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does JDM Financial Group LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (99); individuals (other than high net worth individuals) (43).

**Which custodians does JDM Financial Group LLC use?**
JDM Financial Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does JDM Financial 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 SEC record: https://adviserinfo.sec.gov/firm/summary/122057

**What changed in JDM Financial Group LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $295,924,042 to $352,799,208 (+19%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $352,799,208
- Discretionary: $352,799,208
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $23,966,135 |
| High net worth individuals | 99 | $328,833,073 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [jdmfinance.com](https://jdmfinance.com)
- [jdmfinancialgroup.com](https://jdmfinancialgroup.com)
- LinkedIn @jdm-financial-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $176,837,000 | 4 | July 13, 2021 |
| October 2022 | $221,683,600 | 4 | March 15, 2022 |
| October 2023 | $205,118,544 | 4 | April 26, 2023 |
| October 2024 | $245,199,390 | 4 | August 28, 2024 |
| October 2025 | $295,924,042 | 5 | March 25, 2025 |
| October 2026 | $352,799,208 | 4 | March 31, 2026 |

Regulatory assets under management: $176,837,000 in the October 2021 data and $352,799,208 in the October 2026 data, up 100%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $295,924,042 to $352,799,208 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JDM Financial Group LLC (CRD 122057): Form ADV filing data as of October 2026.