JFG Family Office
TL;DR
Family office in business since 2002 providing investment management, financial planning and family office services to families and entities with more than $30 million.
$4.5 billion
Regulatory AUM
As of ADV filing 2026-05-04
1,745
Accounts / Clients
162 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
62
Team Size
employees, 35 advisory
12 yrs
Years Registered
First registered 2014
About JFG Family Office
Family office in business since 2002 providing investment management, financial planning and family office services to families and entities with more than $30 million.
Office: 1144 15th Street, Suite 3950, Denver, CO 80202.
Best for: Families above $30M wanting a family office with in-house planning
Fee model and designations stated on the guide
Advisory feesPlanning designations named
Form ADV data
CRD125101
RegistrationSEC-registered
First registration2014
Regulatory AUM$4.5 billion
ADV filing date2026-05-04
Accounts1,745
Clients162 individual and high-net-worth clients
Employees62
Advisory employees35
Fee modelAdvisory fees on managed assets; ADV 2A discloses no commissions, fee-only not stated
Minimum$100,000 minimum annual fee, below that at JFG's discretion (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, CFA, CPWA, CAP and CPA named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 125101, as of ADV filing 2026-05-04, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Denver, CO (2026): rank 6 of 10
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