Jardine Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$75,413,106
Clients
71
93% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
71
Very HighAverage account size
$1,062,156
About
Jardine Financial Group provides discretionary asset management and financial planning to individual and high‑net‑worth clients, managing custodial accounts invested in mutual funds, exchange‑traded funds, and individual securities. The firm develops client‑specific plans based on an Investment Policy Statement and delivers ongoing portfolio supervision.
The adviser combines quantitative and qualitative analysis with modern portfolio theory and employs both long‑ and short‑term strategies when implementing investment advice under client‑granted discretionary authority. Accounts are reviewed at least annually, clients receive quarterly account reports, and clients may impose reasonable investment restrictions through their IPS.
Notable characteristics include operating as a solo, independent adviser with no additional staff while managing roughly $75 million for about 70 clients and maintaining a $750,000 account minimum, which suggests a client focus toward wealthier households relative to many peers. The firm does not participate in wrap fee programs or receive soft‑dollar benefits, does not vote client proxies (clients retain proxy‑voting responsibility), and is deemed to have custody only to the extent it deducts advisory fees from client custodial accounts.
Client services
Portfolio management
Fee options
Flat fee may be negotiated but total fee will not exceed 1.0% annually
1.0% annually
Account minimum: $750,000
Main office location
Jardine Financial Group
2435 N Central Expy 12 Th Floor
Richardson TX 75080, United States
Number of offices
1
Most active in
Jardine Financial Group has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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