JOHNSON FINANCIAL GROUP LLC
Legal name: JFG FAMILY OFFICE
CRD #125101 SEC #801-79223 DENVER, CO 720-475-1195
SEC Registered Private Funds
Total AUM
$2.7B
Discretionary
$1.4B
Employees
47
Clients
51
Accounts
861
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2.7B | $1.4B | $1.4B | 47 | 1 |
| Aug 2025 | $2.7B | $1.4B | $1.4B | 47 | 1 |
| Jul 2025 | $2.7B | $1.4B | $1.4B | 47 | 1 |
| Mar 2025 | $2.7B | $1.4B | $1.4B | 47 | 1 |
| Dec 2024 | $2.5B | $1.1B | $1.4B | 39 | 0 |
| Oct 2024 | $2.5B | $1.1B | $1.4B | 39 | 0 |
| Mar 2024 | $2.5B | $1.1B | $1.4B | 39 | 0 |
| Oct 2023 | $2B | $1.8B | $219.3M | 35 | 0 |
| Aug 2023 | $2B | $1.8B | $219.3M | 35 | 0 |
| Apr 2023 | $2B | $1.8B | $219.3M | 35 | 0 |
| Apr 2023 | $2B | $1.8B | $219.3M | 35 | 0 |
| Mar 2023 | $2B | $1.8B | $219.3M | 35 | 0 |
| Jul 2022 | $2.2B | $1.7B | $486.6M | 35 | 1 |
| Mar 2022 | $2.2B | $1.7B | $486.6M | 35 | 1 |
| Oct 2021 | $1.3B | $1.2B | $178.5M | 28 | 0 |
| Sep 2021 | $1.3B | $1.2B | $178.5M | 28 | 0 |
| Apr 2021 | $1.3B | $1.2B | $178.5M | 28 | 0 |
| Mar 2021 | $1.3B | $1.2B | $178.5M | 28 | 0 |
| Jun 2020 | $1.1B | $920.6M | $201.8M | 27 | 0 |
| May 2020 | $1.1B | $920.6M | $201.8M | 27 | 0 |
| Mar 2020 | $1.1B | $920.6M | $201.8M | 27 | 0 |
| Feb 2020 | $950.1M | $636.3M | $313.8M | 24 | 0 |
| Nov 2019 | $950.1M | $636.3M | $313.8M | 24 | 0 |
| Nov 2019 | $950.1M | $636.3M | $313.8M | 24 | 0 |
| Oct 2019 | $950.1M | $636.3M | $313.8M | 24 | 0 |
| Mar 2019 | $950.1M | $636.3M | $313.8M | 24 | 0 |
| Sep 2018 | $822.1M | $503.7M | $318.5M | 24 | 0 |
| Apr 2018 | $822.1M | $503.7M | $318.5M | 24 | 0 |
| Mar 2018 | $822.1M | $503.7M | $318.5M | 24 | 0 |
| Jul 2017 | $672M | $444.5M | $227.5M | 20 | 26 |
| Mar 2017 | $672M | $444.5M | $227.5M | 20 | 26 |
| May 2016 | $317.9M | $313.4M | $4.5M | 16 | 26 |
| Mar 2016 | $317.9M | $313.4M | $4.5M | 16 | 26 |
| Mar 2016 | $317.9M | $313.4M | $4.5M | 16 | 26 |
| May 2015 | $185.4M | $156M | $29.4M | 15 | 26 |
| Jan 2015 | $185.4M | $156M | $29.4M | 15 | 26 |
| Apr 2014 | $102.5M | $101.8M | $731.6K | 14 | 26 |
| Feb 2014 | $102.5M | $101.8M | $731.6K | 14 | 26 |
| Jun 2012 | $51.1M | $50.7M | $380K | 1 | 26 |
| Mar 2012 | $51.1M | $50.7M | $380K | 1 | 26 |
| Jan 2012 | $51.1M | $50.7M | $380K | 1 | 26 |
| Feb 2011 | $51.6M | $51.2M | $350K | 5 | -- |
| Jan 2008 | $54.4M | $54.4M | $0 | 5 | -- |
| Jan 2007 | $50.5M | $50.5M | $0 | 5 | -- |
| Jan 2006 | $43.5M | $43.5M | $0 | 5 | -- |
| Nov 2005 | $31M | $31M | $0 | 5 | -- |
| Jan 2005 | $31M | $31M | $0 | 5 | -- |
| Jul 2004 | $28.7M | $28.7M | $0 | 5 | -- |
| Jun 2004 | $28.7M | $28.7M | $0 | 5 | -- |
| Jun 2004 | $28.7M | $28.7M | $0 | 5 | -- |
DateDec 2025
Total AUM$2.7B
Discretionary$1.4B
Non-Disc.$1.4B
Employees47
Clients1
DateAug 2025
Total AUM$2.7B
Discretionary$1.4B
Non-Disc.$1.4B
Employees47
Clients1
DateJul 2025
Total AUM$2.7B
Discretionary$1.4B
Non-Disc.$1.4B
Employees47
Clients1
DateMar 2025
Total AUM$2.7B
Discretionary$1.4B
Non-Disc.$1.4B
Employees47
Clients1
DateDec 2024
Total AUM$2.5B
Discretionary$1.1B
Non-Disc.$1.4B
Employees39
Clients0
DateOct 2024
Total AUM$2.5B
Discretionary$1.1B
Non-Disc.$1.4B
Employees39
Clients0
DateMar 2024
Total AUM$2.5B
Discretionary$1.1B
Non-Disc.$1.4B
Employees39
Clients0
DateOct 2023
Total AUM$2B
Discretionary$1.8B
Non-Disc.$219.3M
Employees35
Clients0
DateAug 2023
Total AUM$2B
Discretionary$1.8B
Non-Disc.$219.3M
Employees35
Clients0
DateApr 2023
Total AUM$2B
Discretionary$1.8B
Non-Disc.$219.3M
Employees35
Clients0
DateApr 2023
Total AUM$2B
Discretionary$1.8B
Non-Disc.$219.3M
Employees35
Clients0
DateMar 2023
Total AUM$2B
Discretionary$1.8B
Non-Disc.$219.3M
Employees35
Clients0
DateJul 2022
Total AUM$2.2B
Discretionary$1.7B
Non-Disc.$486.6M
Employees35
Clients1
DateMar 2022
Total AUM$2.2B
Discretionary$1.7B
Non-Disc.$486.6M
Employees35
Clients1
DateOct 2021
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$178.5M
Employees28
Clients0
DateSep 2021
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$178.5M
Employees28
Clients0
DateApr 2021
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$178.5M
Employees28
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$178.5M
Employees28
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$920.6M
Non-Disc.$201.8M
Employees27
Clients0
DateMay 2020
Total AUM$1.1B
Discretionary$920.6M
Non-Disc.$201.8M
Employees27
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$920.6M
Non-Disc.$201.8M
Employees27
Clients0
DateFeb 2020
Total AUM$950.1M
Discretionary$636.3M
Non-Disc.$313.8M
Employees24
Clients0
DateNov 2019
Total AUM$950.1M
Discretionary$636.3M
Non-Disc.$313.8M
Employees24
Clients0
DateNov 2019
Total AUM$950.1M
Discretionary$636.3M
Non-Disc.$313.8M
Employees24
Clients0
DateOct 2019
Total AUM$950.1M
Discretionary$636.3M
Non-Disc.$313.8M
Employees24
Clients0
DateMar 2019
Total AUM$950.1M
Discretionary$636.3M
Non-Disc.$313.8M
Employees24
Clients0
DateSep 2018
Total AUM$822.1M
Discretionary$503.7M
Non-Disc.$318.5M
Employees24
Clients0
DateApr 2018
Total AUM$822.1M
Discretionary$503.7M
Non-Disc.$318.5M
Employees24
Clients0
DateMar 2018
Total AUM$822.1M
Discretionary$503.7M
Non-Disc.$318.5M
Employees24
Clients0
DateJul 2017
Total AUM$672M
Discretionary$444.5M
Non-Disc.$227.5M
Employees20
Clients26
DateMar 2017
Total AUM$672M
Discretionary$444.5M
Non-Disc.$227.5M
Employees20
Clients26
DateMay 2016
Total AUM$317.9M
Discretionary$313.4M
Non-Disc.$4.5M
Employees16
Clients26
DateMar 2016
Total AUM$317.9M
Discretionary$313.4M
Non-Disc.$4.5M
Employees16
Clients26
DateMar 2016
Total AUM$317.9M
Discretionary$313.4M
Non-Disc.$4.5M
Employees16
Clients26
DateMay 2015
Total AUM$185.4M
Discretionary$156M
Non-Disc.$29.4M
Employees15
Clients26
DateJan 2015
Total AUM$185.4M
Discretionary$156M
Non-Disc.$29.4M
Employees15
Clients26
DateApr 2014
Total AUM$102.5M
Discretionary$101.8M
Non-Disc.$731.6K
Employees14
Clients26
DateFeb 2014
Total AUM$102.5M
Discretionary$101.8M
Non-Disc.$731.6K
Employees14
Clients26
DateJun 2012
Total AUM$51.1M
Discretionary$50.7M
Non-Disc.$380K
Employees1
Clients26
DateMar 2012
Total AUM$51.1M
Discretionary$50.7M
Non-Disc.$380K
Employees1
Clients26
DateJan 2012
Total AUM$51.1M
Discretionary$50.7M
Non-Disc.$380K
Employees1
Clients26
DateFeb 2011
Total AUM$51.6M
Discretionary$51.2M
Non-Disc.$350K
Employees5
Clients--
DateJan 2008
Total AUM$54.4M
Discretionary$54.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$50.5M
Discretionary$50.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$43.5M
Discretionary$43.5M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$28.7M
Discretionary$28.7M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$28.7M
Discretionary$28.7M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$28.7M
Discretionary$28.7M
Non-Disc.$0
Employees5
Clients--