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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- AlphaOak vertex
- Established Date
- 02-13-1985
- Office Locations
- 7
Office Locations
About JMG Financial Group LTD
JMG Financial Group is an independent wealth management and financial planning firm serving retail and institutional clients, including business owners and entrepreneurs. The team delivers portfolio construction and investment management using ETFs and mutual funds with an asset-allocation and risk-management approach, and can incorporate ESG/SRI and alternative strategies as appropriate. Schwab-custodied; earned Schwab Advisor Services’ 2018 Best-in-Business IMPACT Award for operational excellence and tech integration.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANTHONY DAVID CECCHINI
Chief Executive Officer, Principal
- CRD
- #4528719
- Ownership
- 10% but less than 25%
JASON ROBERT O'HALLEN
President
- CRD
- #3141892
- Ownership
- 10% but less than 25%
Prime meridian
Optima delta
- CRD
- #69298
- Ownership
- 34.8%
Showing 2 of 15 owners & executives
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AARON JOSEPH AHLSTROM
Advisor
- CRD
- #5729325
WILLIAM DOUGLAS ALEXANDER
Financial Planning Associate
- CRD
- #6317966
Radial meridian
Radial bridge
- CRD
- #89451
Showing 2 of 51 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,174,329,130 | $1,123,271 |
| Non-Discretionary | $325,806,352 | $419,313 |
| Total | $7,500,135,482 | $1,046,920 |
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Separately Managed Accounts
Total SMA Asset: $7,500,135,482
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $894,255,414 | 15.3% |
| Private Funds | $2,519,111,657 | 43.1% |
| Cash | $584,480,663 | 10.0% |
| Equity - Exchange | $1,846,958,895 | 31.6% |
| Total | $5,844,806,629 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX ELEMENT | FOCUS QUANTUM | 79G0C73S1 | HZIW | 5.56% | $84,923,192 |
| RIDGE MATRIX | MOMENTUM FRONTIER | 5KNJEUQ0W | IAACY | 4.70% | $33,349,249 |
| EAGLE ATLAS EAGLE | NORTH SUMMIT | W9FTDVOHB | HQV | 8.87% | $41,471,850 |
| QUANTUM FOCUS CATALYST | FOCUS QUANTUM | UH8EBCBVB | CGXS | 3.61% | $67,986,901 |
| CATALYST VERTEX PIONEER | FUSION MERIDIAN | WMW9N8SZL | CMRAM | 10.83% | $111,838,048 |
| CAPITAL BRIDGE | CAPITAL EAGLE | KC3RR5VWT | LTDPZ | 8.56% | $7,640,707 |
| FOCUS CATALYST PEAK | TIMBER ELEMENT | PQZANC7LN | KWPH | 10.12% | $80,319,395 |
| VECTOR ELEMENT | BEACON PRIME | 0I2NOYJLT | NQHC | 5.89% | $107,692,151 |