DOWNERS GROVE, ILCRD 110302Latest ADV March 23, 2026
Jmg Financial Group Ltd is an SEC registered investment adviser organized as a corporation with a primary office location in Downers Grove, IL. Its latest Form ADV filing, dated March 23, 2026, reports $7.5B in regulatory assets under management, 103 employees, 3 offices, and 7,164 accounts.
Assets Under Management
$7.5B
Employees
103
Offices
3 offices
Total Clients
1,789
Primary office
DOWNERS GROVE, IL
2001 BUTTERFIELD ROAD, SUITE 1400, DOWNERS GROVE, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 78.4% of total clients.
Top client categories% of clientsClients
1
HNWI
78.4%
1,403
2
Individuals
20.8%
373
3
Pension Plans
0.4%
8
4
Corporations
0.2%
3
5
Charitable
0.1%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$7.5Bas of March 23, 2026
Discretionary95.7%
$7.2B
96% of total RAUM95.7%
Non-discretionary4.3%
$326M
4% of total RAUM4.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$7.5B
Total Accounts7,164
10Y AUM Change+$5.4B (+259.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees103
Clients per Employee17:1
10Y Employee Change+68 (+194.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.