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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.
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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%
Ridge timber
Crest eagle
- CRD
- #88093
- Ownership
- 8.6%
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
Alpha momentum
Wave unison timber
- CRD
- #90523
Showing 2 of 49 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
Total SMA Asset: $4,523,738,466
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $117,535,383 | 17.3% |
| Public Funds | $105,306,268 | 15.5% |
| Cash | $321,353,966 | 47.3% |
| Municipal Bonds | $62,504,365 | 9.2% |
| Equity - Exchange | $72,695,294 | 10.7% |
| Total | $679,395,276 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION HARBOR | LEGACY FOUNDATION | 65N6I2H6R | DUCAN | 8.35% | $13,470,066 |
| CREST TIMBER OAK | RADIAL OPTIMA | BZLUTY2HP | FXSF | 8.18% | $3,431,317 |
| EAGLE TIMBER | FUSION VERTEX | K2I978F09 | DRAIV | 1.10% | $23,684,366 |
| SIGNAL ALPHA | RIDGE VERTEX | RY7ZQDWWR | SBA | 1.02% | $68,658,642 |
| PIONEER FRONTIER | VERTEX VERTEX | O98Y832JB | YXJGW | 9.19% | $71,574,984 |
| RIDGE HARBOR | INSIGHT GLACIER | 9CYVYBW2C | UKEOF | 7.47% | $119,392,107 |
| CATALYST PRIME CATALYST | CATALYST SIGNAL | AUQ1UDIXM | AZOT | 9.93% | $73,548,961 |
| OPTIMA SUMMIT MERIDIAN | OPTIMA FRONTIER | 7S4LNV69D | GVLIE | 9.12% | $67,117,750 |