JFG Family Office
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
FINTRXOverview
JFG Family Office is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2014. It positions itself as a capital allocator for high-net-worth individuals, families and some institutional relationships, offering fee arrangements that include both a percentage of AUM and fixed fees. Advisory services listed include comprehensive financial planning, portfolio management for individuals/small businesses and for pooled investment vehicles, and selection/oversight of external advisers. The firm indicates active ESG investment activity and acts in sponsor/GP/managing member roles for pooled vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other47%
- Public Funds/Mutual Funds41%
- Cash & Cash Equivalents5%
- State & Local Bonds4%
- Exchange Traded Equities3%
Owners & executives
3 of 5
Eric Adams
Co-Chief Investment Officer, PartnerCRD 5375609
Brandon Johnson
Principal and Chief Executive OfficerCRD 4630106
Lisa Burke
Chief Compliance OfficerCRD 2020766
Contacts
3 of 35
Rachel Mckiernan
Partner, Senior Client AdvisorCRD 5355005
Laura Peterson
Senior Client AdvisorCRD 4459805
Thomas Batcha
Portfolio ManagerCRD 7004026
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 106Active vs passive
$1.7B in ETFs
98%
$1.6B
2%
$36.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $933M | 2,712,195 | 55.57% |
Location
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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