JMG Financial Group Ltd
Firm details
- Headquarters
- Downers Grove, Illinois
- CRD number
- 110302
- Registered since
- February 13, 1985
- Website
- www.jmgfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI96.94%
- Individuals2.85%
- Corporations / Businesses0.12%
- Charitable Organizations0.07%
- Pension & Profit Sharing Plans0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
JMG Financial Group Ltd is an independent registered investment adviser founded in 1985 and structured as a corporation with individual ownership. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and manager selection services. JMG operates as a capital allocator and charges clients via percentage of assets under management, hourly fees, and fixed-fee engagements. The firm has been recognized repeatedly in industry lists: CNBC (Top 100 Financial Advisory Firms, multiple years), Financial Times (Top 300 RIA Firms, 2020), FA Magazine (Top RIA Firms, 2020), and Forbes (Top RIA Firms/America’s Top RIA Firms across 2022–2024). The firm is not identified as an active ESG investor in the source data.
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
- Public Funds/Mutual Funds90%
- Private Funds4%
- Exchange Traded Equities3%
- Cash & Cash Equivalents3%
Owners & executives
3 of 5
Oscar Cantu
Chief Client Solutions OfficerCRD 3099819
Anthony Cecchini
Principal and Chief Executive OfficerCRD 4528719
Adam Boyer
Chief Operating Officer and Chief Compliance OfficerCRD 5430258
Contacts
3 of 46
Christy Pedersen
Financial AdvisorCRD 2191179
Richard Pawelko
Senior Research AnalystCRD 1766553
Aaron Ahlstrom
AdvisorCRD 5729325
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 131Active vs passive
$4.1B in ETFs
82%
$3.4B
18%
$762M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $966M | 1,406,914 | 23.34% |
Location
Downers Grove, IL
Du Page
Location
Downers Grove, IL
Headquartered in Downers Grove, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 2001 Butterfield Rd
- Time zone
- CT (UTC-6)
- Office locations
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