Jfg Family Office is an SEC registered investment adviser organized as a limited liability company with a primary office location in Denver, CO. Its latest Form ADV filing, dated March 30, 2026, reports $4.5B in regulatory assets under management, 62 employees, 2 offices, and 1,745 accounts.
Assets Under Management
$4.5B
Employees
62
Offices
2 offices
Total Clients
164
Primary office
DENVER, CO
1144 FIFTEENTH STREET, SUITE 3950, DENVER, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 93.9% of total clients.
Top client categories% of clientsClients
1
HNWI
93.9%
154
2
Individuals
4.9%
8
3
Pooled Investment Vehicles
0.6%
1
4
Charitable
0.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.5Bas of March 30, 2026
Discretionary54.3%
$2.5B
54% of total RAUM54.3%
Non-discretionary45.7%
$2.1B
46% of total RAUM45.7%
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$4.5B
Total Accounts1,745
10Y AUM Change+$3.9B (+574.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees62
Clients per Employee3:1
10Y Employee Change+42 (+210.0%)
* 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.