Wealth Manager
    Manages Private Funds

    Jcg Advisory Group, LLC

    Registered investment advisor · Bozeman, Montana · CRD #283746

    Assets Under Management
    $34M
    Client Accounts
    168
    Employees
    1
    CRD Number
    283746
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Jcg Advisory Group, LLC

    Jcg Advisory Group, LLC is a registered investment advisory firm headquartered in Bozeman, Montana, managing approximately $34M in regulatory assets across 168 client accounts. The firm's full regulatory record is filed with the SEC under CRD #283746.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

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    Frequently Asked Questions

    What is Jcg Advisory Group, LLC's AUM?

    Jcg Advisory Group, LLC reports approximately $34M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Jcg Advisory Group, LLC headquartered?

    Jcg Advisory Group, LLC is headquartered in Bozeman, Montana.

    What is Jcg Advisory Group, LLC's CRD number?

    Jcg Advisory Group, LLC's CRD number is 283746. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Jcg Advisory Group, LLC manage?

    Jcg Advisory Group, LLC manages approximately 168 client accounts according to its latest SEC filing.

    Is Jcg Advisory Group, LLC SEC registered?

    Jcg Advisory Group, LLC is registered as a STATE investment adviser.

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