JCG Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$32,260,554
Clients
55
Advisors
1
of 1 employees
About
JCG Advisory Group, LLC is an independent, state-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, small businesses, and charitable organizations. Services include separately managed accounts, coordination with unaffiliated sub-advisers when appropriate, and planning advice covering retirement, estate, tax, and charitable giving.
The firm emphasizes a risk-first, tax-aware, fee-based approach and uses a third‑party risk‑profiling tool to quantify client risk tolerance and construct customized portfolios of stocks, bonds, ETFs and alternative investments. Investment implementation can include a wide range of strategies — including options, short sales and borrowing on margin — and the firm discloses use of quantitative analytics and certain AI tools to support decision‑making and monitoring.
Compared with many peers, the firm has several atypical affiliations and offerings: it is affiliated with a commodity‑trading entity and with an insurance agency through which clients may be offered life, health, or disability products, and it operates a separate financial‑wellness app and community. These relationships, together with the firm’s practice of serving charitable organizations and employing sub‑advisers, are disclosed in the brochure and may broaden the services and referral options available to clients.
Client services
Expertise
Fee options
$750 for 0-3 hours and $1,250 for 3-6 hours for financial planning
$0 - $1,000,000: 1.20% annually $1,000,000 - $5,000,000: 1.00% annually $5,000,000 - $10,000,000: 0.75% annually $10,000,000+: 0.625% annually
$300 per hour after 6 hours for financial planning
Account minimum: $100,000
Main office
389 South Ferguson Avenue, Suite 219
Bozeman MT 59718
Advisors at this office
1
Most active in
Idaho · Montana
Also doing business as
Big Sky Wealth Partners · Glide Path Advisory Partners · Jcg Advisors, LLC · Jcg Advisory Group, LLC · Jon C. Goodman Advisors · Jon C. Goodman Advisory Group · Jon C. Goodman Portfolio Management · Jon C. Goodman Ria, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)