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JCG Advisory Group, LLC

JCG Advisory Group, LLC. CRD 283746

JCG Advisory Group, LLC logo

CRD: 283746

JCG Advisory Group, LLC

Bozeman, MT, 59718
8554524552
$33.7M Total AUM
$33.7M Disc. AUM
-- 3Y CAGR
1 Employees
56 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Betterment ยท Charles Schwab & Company
Clients
Retail and Institutional
Platforms
UnisonMatrix vector +more
Established Date
06-21-2016
Office Locations
1

Office Locations

389 South Ferguson Avenue Suite 219 Bozeman MT

About JCG Advisory Group, LLC

JCG Advisory Group (Jon C. Goodman) provides integrated private-wealth advice for HNW individuals, families, and foundations in Montana and the Intermountain West. The firm pairs goal-based financial and estate planning with investment management focused on risk & portfolio management and tax-aware investing, and also supports insurance, charitable giving, and closely held business/executive stock option planning. Custody options include Schwab.

Team overview

-- AVG AGE
$33.7M AVG AUM / ADVISOR
$601.5K AVG AUM / CLIENT
9.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Wave Unison Foundation Delta radial

Client Personas

Vertex summit

Custodian

Unison Value Momentum Ridge Momentum delta Horizon Wave Frontier momentum

Investment Themes

Quantum Frontier Unison pioneer Atlas

Investment Vehicles

Horizon Delta signal Crest Insight glacier

Services

Focus north Radial element Radial prime Peak harbor Unison vital Ridge bridge Element insight Focus Eagle optima Fusion vertex Crest atlas Oak horizon

Technology

Optima Insight Vector North unison

Owner & Executives

J

JON CHRISTOPHER GOODMAN

Chief Compliance Officer, Manager, Private Wealth Advisor

CRD
#5065832
Ownership
75% or more
(301) 727-5720
optima.ember@summitcapital.com
in linkedin.com/in/wave-wave

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $33,685,554 --
Non-Discretionary $0 --
Total $33,685,554 --

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Separately Managed Accounts

Total SMA Asset: $33,685,554

$33.7M Total SMA
Equity - Exchange:
29.8%
Cash:
24.0%
U.S. Government/Agency:
11.2%
Corporate - Investment Grade:
29.1%
Corporate - Non-Investment Grade:
5.9%
Asset class Assets Assets %
Equity - Exchange $1,439,376,071 29.8%
Cash $1,159,229,050 24.0%
U.S. Government/Agency $540,973,557 11.2%
Corporate - Investment Grade $1,405,565,224 29.1%
Corporate - Non-Investment Grade $284,977,141 5.9%
Total $4,830,121,043 100.0%

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