Wealth manager, independent · Denver, CO
JFG Family Office
Johnson Financial Group LLC · SEC-registered investment adviser · CRD 125101 · SEC 801-79223
At a glance
JFG Family Office is an SEC-registered investment adviser based in Denver, Colorado, with $4.5B in regulatory assets under management as of its Form ADV filed May 4, 2026. It reports 162 individual clients, 154 of them high-net-worth, holding an average of about $28 million each, and 62 employees. That ranks it 251st among the nation’s 5,657 independent wealth management RIAs and 5th of 177 in Colorado. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 720-475-1195jfgfamilyoffice.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $4.5B
- Rank among independent wealth managers
- #251 of 5,657
- Rank among all SEC RIAs
- #2,245 of 17,210
- Rank in Colorado
- #5 of 177
- Individual clients
- 162
- High-net-worth clients
- 154
- Accounts
- 1,745
- Discretionary
- 54% of AUM
- Employees
- 62
- Advisory staff
- 35
- Offices
- 3
Owners and executives on its Form ADV
- Wendy M. JohnsonGeneral Counsel
- Brandon C. JohnsonElected Manager & CEO
- Albert W. WilliamsManaging Director
- Mark P. McConnellManaging Director
- Kristin KeffelerChief Learning Officer
- Robert L. LawrenceSenior Advisor
- Lisa M. BurkeChief Compliance Officer
- Bryant HicksDirector of Operations
- William F DowellManaging Director
- Mary L. KoonsManaging Director
- Patrick C. CrawfordManaging Director
Custody and brokerage
Broker-dealer
No broker-dealer ties
JFG Family Office reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 154 | $4.5B | 99% |
| Charitable organizations | 1 | $21M | <1% |
| Pooled investment vehicles | 1 | $5M | <1% |
| Individuals | 8 | $5M | <1% |
Private funds
JFG Family Office reports 1 private funds with $5M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
JFG Family Office reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗jfgfamilyoffice.com ↗
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The full record on JFG Family Office
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 898 peers of its type and size
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- Owners and executives, with titles and stakes
- 11 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Colorado
All of Colorado →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Mercer Global Advisors Inc.Denver | $84B | 35,044 |
| Aspen Grove Capital, LLCAvon | $6.7B | 40 |
| Western Wealth Management LLCGolden | $5.4B | 11,019 |
| BOK Financial Private Wealth, Inc.Denver | $3.7B | 737 |
| GHP Investment Advisors IncDenver | $3.1B | 1,226 |
| Obermeyer Wealth PartnersAspen | $3.0B | 1,115 |
Background
Questions
How much does JFG Family Office manage?
JFG Family Office reports $4.5B in regulatory assets under management across 1,745 accounts, 54% of it on a discretionary basis, on its Form ADV filed May 4, 2026.
How many clients does JFG Family Office have?
It reports 162 individual clients: 154 high-net-worth individuals and 8 other individuals. Individuals account for about 99% of its regulatory assets.
Where is JFG Family Office headquartered?
Its main office is in Denver, Colorado. It reports 3 offices in total and 62 employees, 35 of whom perform investment advisory functions.
How does JFG Family Office charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does JFG Family Office use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed May 4, 2026, it reports these amounts held: Charles Schwab ($2.6B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is JFG Family Office a hybrid RIA with a broker-dealer?
JFG Family Office reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is JFG Family Office a fiduciary?
As an SEC-registered investment adviser, JFG Family Office owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is JFG Family Office’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-04), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →