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JFG Family Office, LLC
Multifamily office listing in Denver, Colorado, United States.
- SEC-registered
- Regulatory AUM
- $4.5 billion
- Employees
- 62
- Clients
- 101-250
- SEC CRD
- 125101
Integrated family office serving high-net-worth individuals and families through investment management, financial planning, human-capital development, and philanthropic advising.1
Overview
JFG Family Office combines family governance and education with investment, planning, and advisory services. Its work includes estate planning, risk management, tax optimization, asset protection, and access to a curated Platinum Services Network.2
History
JFG says its history as a single family office spans 40 years and four generations. The firm began as a private investment company for its founding family before developing its broader family-office platform.3
Leadership
JFG’s leadership includes Brandon C. Johnson, CFA, Principal and Chief Executive Officer; Wendy M. Johnson, Esq., General Counsel; Bert W. Williams, Partner and Managing Director; and Mark P. McConnell, CFP, CPWA, Partner and Managing Director.4
The team also includes Eric S. Adams, CFA, CAIA, Partner and Co-Chief Investment Officer; Kristin R. Keffeler, MSM, MAPP, Partner and Chief Learning Officer; and Lisa M. Burke, Chief Compliance Officer.4
Services
JFG develops holistic investment policies and offers a private capital platform, open architecture without proprietary products, passive-income wealth engines, cash-management strategies, and reviews of outside private-capital opportunities.2
Its comprehensive financial planning covers balance-sheet optimization, cash-flow and liquidity management, scenario analysis, estate modeling, risk assessments, intergenerational wealth transfer, and planning around liquidity events.2
Human-capital services include an annual summit, Wealth Roadmap creation, family coaching and meeting facilitation, rising-generation education, philanthropy, and family governance.5
What the firm offers
- Financial planning
- Tax planning
- Estate planning
- Philanthropy
- Family governance and education
- Risk and insurance
Client Focus
JFG serves high-net-worth individuals and families seeking coordinated support across investments, financial planning, family education, philanthropy, and governance.1
Approach
The firm reports that its Wealth Roadmap process identifies a family’s guiding principles, shared values, mission, vision, and framework for future access to family resources.5
JFG reports an open-architecture investment approach without proprietary products and describes its work as an integrated family-office model connecting investment, planning, and human-capital priorities.2
Assets and Registration
The SEC Form ADV identifies JFG FAMILY OFFICE under CRD number 125101 and SEC file number 801-79223. In its May 4, 2026 filing, the firm reported $4,529,119,285 in regulatory assets under management.6
The Form ADV lists financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, selecting other advisers, and other advisory services. The firm reports charging percentage-of-assets and fixed fees.6
By the numbers
| Year | Regulatory AUM | Discretionary | Non-discretionary |
|---|---|---|---|
| 2016 | $318 million | $313 million | $4 million |
| 2017 | $672 million | $445 million | $227 million |
| 2018 | $822 million | $504 million | $318 million |
| 2019 | $950 million | $636 million | $314 million |
| 2020 | $1.1 billion | $921 million | $202 million |
| 2021 | $1.3 billion | $1.2 billion | $178 million |
| 2022 | $2.2 billion | $1.7 billion | $487 million |
| 2023 | $2.0 billion | $1.8 billion | $219 million |
| 2025 | $2.7 billion | $1.4 billion | $1.4 billion |
| 2026 | $4.5 billion | $2.5 billion | $2.1 billion |
| Year | Average AUM per client |
|---|---|
| 2018 | $14 million |
| 2019 | $18 million |
| 2020 | $23 million |
| 2021 | $28 million |
| 2022 | $52 million |
| 2023 | $42 million |
| 2025 | $57 million |
| 2026 | $28 million |
| Client type | Clients (2026) |
|---|---|
| Individuals | 8 |
| High net worth individuals | 154 |
| Pooled investment vehicles | 1 |
| Charities | 1 |
| Year | Employees |
|---|---|
| 2016 | 16 |
| 2017 | 20 |
| 2018 | 24 |
| 2019 | 24 |
| 2020 | 27 |
| 2021 | 28 |
| 2022 | 35 |
| 2023 | 35 |
| 2025 | 47 |
| 2026 | 62 |
Ranks #1 of 7 SEC-registered firms in CO on MultifamilyOffices.com by regulatory AUM.
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 125101. Ranking uses only firms profiled on MultifamilyOffices.com. As of .
FAQs
What services does JFG Family Office provide?
JFG provides investment management, financial planning, estate and tax planning, risk management, asset protection, philanthropic advising, family governance, and human-capital development.2
What is the Wealth Roadmap?
The Wealth Roadmap is JFG’s process for identifying a family’s guiding principles, shared values, mission, vision, and framework for future access to family resources.5
How much does JFG Family Office manage?
In its May 4, 2026 Form ADV filing, JFG reported $4,529,119,285 in regulatory assets under management.6
Related resources
- LocationMultifamily offices in Denver
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- Network siteEstatePlanner.com
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- Network siteFamilyOffices.com
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Sources
This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.
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