JMG Financial Group Ltd

RIASEC RegisteredEst. 1985
Total AUM
$7.5B
Discretionary
$7.2B
96% of AUM
Avg account
$1M
Accounts
7,164
Employees
103
Advisory reps
51

Firm details

Headquarters
Downers Grove, Illinois
CRD number
110302
Registered since
February 13, 1985
Website
www.jmgfinancial.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI96.94%
  • Individuals2.85%
  • Corporations / Businesses0.12%
  • Charitable Organizations0.07%
  • Pension & Profit Sharing Plans0.02%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

JMG Financial Group Ltd is an independent registered investment adviser and capital allocator serving both individual/family and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Its fees include a percentage of assets under management alongside hourly and fixed-fee engagements. JMG does not identify as an active ESG investor and is not positioned as a multi-state adviser. Public recognition includes repeated placements on lists from CNBC, Financial Times, FA Magazine and Forbes between 2019 and 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 90%, Private Funds 4%, Exchange Traded Equities 3%, Cash & Cash Equivalents 3%90%
  • Public Funds/Mutual Funds90%
  • Private Funds4%
  • Exchange Traded Equities3%
  • Cash & Cash Equivalents3%

Owners & executives

3 of 5
  • Oscar Cantu

    Oscar Cantu

    Chief Client Solutions OfficerCRD 3099819

  • Anthony Cecchini

    Anthony Cecchini

    Principal and Chief Executive OfficerCRD 4528719

  • Adam Boyer

    Adam Boyer

    Chief Operating Officer and Chief Compliance OfficerCRD 5430258

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Contacts

3 of 46
  • Christy Pedersen

    Christy Pedersen

    Financial AdvisorCRD 2191179

  • Richard Pawelko

    Richard Pawelko

    Senior Research AnalystCRD 1766553

  • Aaron Ahlstrom

    Aaron Ahlstrom

    AdvisorCRD 5729325

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 119

Active vs passive

$3.6B in ETFs

Passive

82%

$3B

Active

18%

$661M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$833M1,394,76322.94%
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Location

Primary office

Downers Grove, IL

Du Page

Location

Downers Grove, IL

Headquartered in Downers Grove, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Du Page
Address
2001 Butterfield Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth