← Tributary

JFG FAMILY OFFICE

DENVER, CO · CRD 125101 · IAPD ↗ · 720-475-1195

$4.53BRegulatory AUM
35Advisory reps
62Employees
1Clients
101-250Planning clients
1Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — JFG FAMILY OFFICE added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2026 — JFG FAMILY OFFICE reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
72
April 2026 — JFG FAMILY OFFICE reported RAUM up 65% ($2.75B -> $4.53B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2026 — JFG FAMILY OFFICE grew from 30 to 35 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
February 2026 — JFG FAMILY OFFICE notice-filed in CA, DC, FL, LA, SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
August 2025 — JOHNSON FINANCIAL GROUP LLC is now doing business as JFG FAMILY OFFICE.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
47
January 2025 — JOHNSON FINANCIAL GROUP LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.