JCG ADVISORY GROUP, LLC

Overview

JCG Advisory Group, LLC is an independent Registered Investment Adviser organized as an LLC and owned by an individual principal. The firm serves both individuals and families as well as institutional clients and positions itself as a capital allocator that can place assets with third‑party managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements are flexible and include a percentage of assets under management, hourly charges, and fixed fees. JCG does not identify as an active ESG investor. The adviser is not described as a multi‑state or newly formed firm. Regulatory affiliations listed in the source material include roles as an investment adviser and connections to CPO/CTA and insurance company activities.

Assets & Accounts

Public Holdings

Investments & Alternatives