Data / Investment advisers / Colorado / JFG Family Office
JFG Family Office, Denver, CO: $4.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
JFG Family Office is an SEC registered investment adviser with its main office in Denver, Colorado and reports $4.5 billion in regulatory assets under management in its Form ADV filed May 4, 2026. Its clients include high net worth individuals, charitable organizations and pooled investment vehicles. It is paid through a percentage of assets under management and fixed fees. It advises 1 private fund.
The request: Watch JFG Family Office (CRD number 125101): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 125101
- SEC file number
- 801-79223
- SEC status
- Approved, effective March 7, 2014
- Legal name
- Johnson Financial Group LLC
- Main office
- 1144 Fifteenth Street Suite 3950, Denver, CO 80202
- Phone
- (720) 475-1195
- Regulatory AUM
- $4,529,119,285 in the Form ADV filed May 4, 2026
- Discretionary AUM
- $2,461,558,118
- Non discretionary AUM
- $2,067,561,167
- Accounts
- 1,745
- Employees
- 62, of which 35 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Private funds
- 1: 1 private equity fund
- Gross assets of private funds
- $5,380,819
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 4, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 154 | $4.50 billion |
| Charitable organizations | 1 | $20.8 million |
| Pooled investment vehicles | 1 | $5.4 million |
| Individuals (other than high net worth individuals) | 8 | $5.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $4.53 billion | March 30, 2026 |
| December 1, 2025 | $2.75 billion | August 13, 2025 |
Other advisers in Denver
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Elevation Point Wealth Partners, LLC | Denver | $8.29 billion | Not listed | adviserinfo.sec.gov |
| Revelstoke Capital Partners | Denver | $6.70 billion | 27 | adviserinfo.sec.gov |
| Shelton Capital Management | Denver | $6.52 billion | Not listed | adviserinfo.sec.gov |
| 1888 Investments, LLC | Denver | $5.91 billion | 5 | adviserinfo.sec.gov |
| Bear Creek Asset Management, LLC | Denver | $5.19 billion | 40 | adviserinfo.sec.gov |
| Marsico Capital Management, LLC | Denver | $4.26 billion | Not listed | adviserinfo.sec.gov |
| Bow River Capital | Denver | $4.20 billion | 47 | adviserinfo.sec.gov |
| Harrison Street Private Wealth LLC | Denver | $4.14 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Denver, CO
- Investment advisers in Colorado
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Advisers that manage private funds
- JFG Family Office on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.