# JFG Family Office

> 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.

- CRD: 125101
- Filed as: JFG FAMILY OFFICE
- Legal name: Johnson Financial Group LLC
- Also doing business as: JFG
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: May 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/125101
- AdvisorCensus page: https://advisorcensus.com/firm/jfg-family-office-denver-co-125101

## Quick answers

**How is JFG Family Office compensated?**
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).

**Where is JFG Family Office located?**
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).

**Is JFG Family Office registered with the SEC or a state?**
JFG Family Office is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 125101.

**How much does JFG Family Office manage?**
JFG Family Office reports $4,529,119,285 in regulatory assets under management in its Form ADV filing dated May 4, 2026 (54% discretionary).

**How have JFG Family Office's assets and staff changed since 2021?**
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.

**What types of clients does JFG Family Office serve?**
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).

**Which custodians does JFG Family Office use?**
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.

**Does JFG Family Office 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/125101

**What changed in JFG Family Office's recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Minimum annual fee: $100,000

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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: $4,529,119,285
- Discretionary: $2,461,558,118
- Non-discretionary: $2,067,561,167

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $5,053,322 |
| High net worth individuals | 154 | $4,497,847,267 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $5,380,819 |
| Charitable organizations | 1 | $20,837,877 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 62 total, 35 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, DC, FL, KS, LA, MD, NE, SD, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Arlington, VA
- Dallas, TX

### Websites listed on Form ADV (Item 1.I)
- [jfgfamilyoffice.com](https://jfgfamilyoffice.com)
- LinkedIn @jfgfamilyoffice

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,340,763,548 | 28 | September 3, 2021 |
| October 2022 | $2,163,979,560 | 35 | July 1, 2022 |
| October 2023 | $1,998,763,352 | 35 | August 1, 2023 |
| October 2024 | $2,476,192,497 | 39 | March 13, 2024 |
| October 2025 | $2,745,499,208 | 47 | July 10, 2025 |
| October 2026 | $4,529,119,285 | 62 | May 4, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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).

### February 2026
- Registered or notice-filed in CA, DC, FL, LA, SD.

### January 2026
- No longer registered or notice-filed in DC, IL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JFG Family Office (CRD 125101): Form ADV filing data as of October 2026.