{
  "crd_number": 125101,
  "slug": "jfg-family-office-denver-co-125101",
  "primary_business_name": "JFG FAMILY OFFICE",
  "legal_name": "JOHNSON FINANCIAL GROUP LLC",
  "dbas": [
    "JFG"
  ],
  "city": "Denver",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-03-07",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-05-04",
  "carried_forward": false,
  "raum_total": 4529119285.0,
  "raum_discretionary": 2461558118.0,
  "raum_non_discretionary": 2067561167.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 62,
  "advisory_employees": 35,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 20837877.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 5053322.0,
      "count": 8
    },
    "high_net_worth_individuals": {
      "raum": 4497847267.0,
      "count": 154
    },
    "pooled_investment_vehicles": {
      "raum": 5380819.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "DC",
    "FL",
    "KS",
    "LA",
    "MD",
    "NE",
    "SD",
    "TX",
    "VA"
  ],
  "websites": [
    "https://jfgfamilyoffice.com",
    "https://linkedin.com/company/jfgfamilyoffice"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/125101",
  "city_as_filed": "DENVER",
  "url": "https://advisorcensus.com/firm/jfg-family-office-denver-co-125101",
  "display_name": "JFG Family Office",
  "summary": "JFG Family Office is an SEC-registered investment advisory firm in Denver, CO, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 4, 2026.",
  "citation": "AdvisorCensus. JFG Family Office (CRD 125101): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is JFG Family Office compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), JFG Family Office reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is JFG Family Office located?",
      "a": "JFG Family Office's principal office is in Denver, CO, according to its Form ADV; the June 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is JFG Family Office registered with the SEC or a state?",
      "a": "JFG Family Office is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 125101."
    },
    {
      "q": "How much does JFG Family Office manage?",
      "a": "JFG Family Office reports $4,529,119,285 in regulatory assets under management in its Form ADV filing dated May 4, 2026 (54% discretionary)."
    },
    {
      "q": "How have JFG Family Office's assets and staff changed since 2021?",
      "a": "In the Form ADV data for JFG Family Office: Regulatory assets under management: $1,340,763,548 in the October 2021 data and $4,529,119,285 in the October 2026 data, up 238%. Total employees: 28 in October 2021 and 62 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does JFG Family Office serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (154); individuals (other than high net worth individuals) (8); pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Which custodians does JFG Family Office use?",
      "a": "JFG Family Office'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."
    },
    {
      "q": "Does JFG Family Office report any disciplinary disclosures?",
      "a": "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/125101"
    },
    {
      "q": "What changed in JFG Family Office's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1340763548.0,
      "total_employees": 28,
      "filing_date": "2021-09-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2163979560.0,
      "total_employees": 35,
      "filing_date": "2022-07-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1998763352.0,
      "total_employees": 35,
      "filing_date": "2023-08-01"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2476192497.0,
      "total_employees": 39,
      "filing_date": "2024-03-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2745499208.0,
      "total_employees": 47,
      "filing_date": "2025-07-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 4529119285.0,
      "total_employees": 62,
      "filing_date": "2026-05-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists the business name Johnson Family Office.",
        "No longer lists the business name JFG Family Office.",
        "Employees performing advisory functions went from 30 to 35.",
        "Regulatory assets under management went from $2,745,499,208 to $4,529,119,285 (+65%).",
        "Added an office in Dallas, TX.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in CA, DC, FL, LA, SD."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in DC, IL."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$100,000",
    "planning_fees": [],
    "figures": [
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $100,000"
        ],
        "quotes": [
          "JFG's minimum annual fee is $100,000. Under certain circumstances, we may accept new investment management relationships below this minimum.",
          "Fees are generally non-negotiable, although we reserve the right at our sole discretion to negotiate the fees lower."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": 100000.0,
      "planning": []
    },
    "quotes": [
      "JFG's minimum annual fee is $100,000. Under certain circumstances, we may accept new investment management relationships below this minimum.",
      "Fees are generally non-negotiable, although we reserve the right at our sole discretion to negotiate the fees lower."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/jfg-family-office-denver-co-125101.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 5053322.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 154,
      "fewer_than_5": false,
      "raum": 4497847267.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 5380819.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 20837877.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/125101",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}