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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-22-2003
- Office Locations
- 3
Office Locations
About JFG Family Office
JFG Family Office provides fully integrated family office services for high-net-worth individuals and families, combining investment management with financial planning, philanthropic advising, and human-capital support tailored to complex needs. The firm’s roots as a single-family office span 40 years across four generations. Investment focus includes asset allocation across fixed income and alternatives such as private credit, private equity, and real estate.
Reported data analysis
What the numbers show
Between December 10, 2025 and May 4, 2026, reported AUM increased 65.0%, from $2.7B to $4.5B.
Across 5 reported observations, AUM increased 109.3% between July 1, 2022 and May 4, 2026, from $2.2B to $4.5B.
Of the latest reported AUM, 54.3% is discretionary and 45.7% is non-discretionary.
The firm reports 35 advisory representatives and 165 clients, or 4.7 clients per representative. That equates to $27.4M in reported AUM per client.
The profile lists 3 reported office locations and 23 years in operation. The source data was last updated on May 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
ROBERT LLOYD LAWRENCE JR.
Partner, SENIOR ADVISOR
- CRD
- #6088918
- Ownership
- 5% but less than 10%
ALBERT WAYNE WILLIAMS
MANAGING DIRECTOR
- CRD
- #2466676
- Ownership
- 5% but less than 10%
Showing 2 of 11 owners & executives
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ERIC STEPHEN ADAMS
Partner, Co-Chief Investment Officer
- CRD
- #5375609
Devin Patrick Arguinchona
Portfolio Manager
- CRD
- #6787727
Showing 2 of 44 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,461,558,118 | $1,973,984 |
| Non-Discretionary | $2,067,561,167 | $4,151,729 |
| Total | $4,529,119,285 | $2,595,484 |
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Separately Managed Accounts
SMA allocation detail is available
JFG Family Office has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
JFG Family Office's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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