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JMG FINANCIAL GROUP LTD

Advisory

N·DOWNERS GROVE, IL

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM

$7.5B

1-Year AUM Growth

+20.3%

3-Year CAGR

+12.7%

Employees

66

Assets Under Management

Total AUM$7.5B

Discretionary AUM$7.2B

Non-Discretionary AUM$326M

Discretionary %96.3%

Total Clients1,665

Team

Total Employees66

Investment Advisers103

Employee Growth (1Y)-1.6%

Filing History

Total Filings on Record74

First FilingApr 23, 2001

Latest FilingMar 23, 2026

🔒 Full AUM trend chart and 74 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on JMG FINANCIAL GROUP LTD

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.