JCG Advisory Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$33,685,554
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
55
24% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
55
Average account size
$612,465
About
JCG RIA, LLC (doing business as JCG Advisory Partners) provides discretionary investment management and financial planning to individuals, high-net-worth clients, small businesses, and charitable organizations. The firm operates as a solo advisory practice and offers portfolio management, written financial plans or consultations, and may allocate portions of client assets to unaffiliated sub‑advisers.
The firm describes a risk-first, tax-aware, fee‑based investment process that uses third‑party risk‑profiling software (Nitrogen, formerly Riskalyze) to quantify client risk tolerance and construct customized portfolios of stocks, bonds, ETFs and alternative investments. Implementation can include quantitative analytics and active strategies such as margin borrowing, options and short sales, and the firm discloses use of certain AI tools with human oversight.
What is distinctive about JCG RIA is a set of affiliations and service offerings that are uncommon for a solo independent adviser: an affiliated commodity trading entity (JCG CTA), an affiliated insurance agency (JCG Life) that offers life, disability and fixed annuity products, and an in‑house financial wellness app/community platform. The firm also accepts charitable organization clients and explicitly permits borrowing in separately managed accounts, features that are relatively rare among peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Active portfolio management
Options & derivatives strategies
Concentrated stock management
Wealth management
Tax-loss harvesting
Occupation focus
Founder/Business Owner
Executive
Fee options
Financial planning flat fees: $750 for 0-3 hours; $1,250 for 3-6 hours
$0 - $1,000,000: 1.20% per annum $1,000,000 - $5,000,000: 1.00% per annum $5,000,000 - $10,000,000: 0.75% per annum $10,000,000+: 0.625% per annum
$300 per hour for financial planning services for engagements over 6 hours
Account minimum: $100,000 Fee-only: Financial planning fees: $750 flat fee for 0-3 hours; $1,250 flat fee for 3-6 hours; $300/hour for 6+ hours
Main office location
JCG Advisory Group, LLC
4204 Ravalli Street, Suite 203
Bozeman MT 59718, United States
Number of offices
1
Most active in
JCG Advisory Group, LLC has reported serving >5 clients in these states in the last 12 months.
Idaho · Montana
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
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
Quick links
LinkedIn
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Website
(855) 452-4552
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