JFG FAMILY OFFICE

RIASEC RegisteredEst. 2014
Total AUM
$4.5B
Discretionary
$2.5B
54% of AUM
Avg account
$2.6M
Accounts
1,745
Employees
62
Advisory reps
42

Firm details

Headquarters
DENVER, Colorado
CRD number
125101
Registered since
March 7, 2014
Website
jfgfamilyoffice.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI99.31%
  • Charitable Organizations0.46%
  • Pooled Investment Vehicles0.12%
  • Individuals0.11%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

JFG Family Office is an independent registered investment adviser organized as a limited liability company that positions itself as a capital allocator for wealthy families and select institutional clients. The firm is SEC-registered (since 2014) and combines financial planning with portfolio management across individual, pooled-vehicle and small-business mandates. It charges both percentage-of-assets and fixed fees and lists selection of other advisers among its advisory activities. JFG describes itself as an active ESG investor and also acts in sponsor/GP and managing-member roles for pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 47%, Public Funds/Mutual Funds 41%, Cash & Cash Equivalents 5%, State & Local Bonds 4%, Exchange Traded Equities 3%47%
  • Other47%
  • Public Funds/Mutual Funds41%
  • Cash & Cash Equivalents5%
  • State & Local Bonds4%
  • Exchange Traded Equities3%

Owners & executives

3 of 5

  • WENDY JOHNSON

    General Counsel & Chief Compliance OfficerCRD 6627638

  • LISA BURKE

    Chief Compliance OfficerCRD 2020766

  • BRANDON JOHNSON

    Principal and Chief Executive OfficerCRD 4630106

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Contacts

3 of 37

  • ROBERT LAWRENCE

    Partner, Senior Client AdvisorCRD 6088918

  • ALBERT WILLIAMS

    Partner, Managing DirectorCRD 2466676

  • Fergus Hall

    Associate AdvisorCRD 7142256

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 80

Active vs passive

$1.4B in ETFs

Passive

98%

$1.4B

Active

2%

$26.9M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD LARGE-CAP INDEX FUND (VV)VanguardPassiveLarge Blend$764M2,555,95753.90%
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Location

Primary office

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
1144 15th St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth