JCG ADVISORY GROUP, LLC

JCG ADVISORY GROUP, LLC of BOZEMAN, MT is an SEC-registered investment adviser (CRD 283746). Regulatory assets under management: $33.7M.

Registration

• CRD: 283746
• Type: Registered investment adviser
• Location: 161 W HALEY SPRINGS ROAD, BOZEMAN, MT, 59718
• Phone: (855) 452-4552
• Latest filing: 2026-05-26
• Regulatory AUM: $33.7M
• Discretionary AUM: $33.7M
• Clients: 1
• Accounts: 168

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283746 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search