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Johnson Financial Group LLC

● SEC registered since 2014CRD 125101SEC# 801-79223Denver, CO
Export (members)
Ranks #1,419 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$4.53B
Fund GAV
$5.4M
Private funds
1
Employees
62
Accounts
1,745
Location
Denver, CO

Johnson Financial Group LLC assets under management

Johnson Financial Group LLC is an investment advisory firm registered with the SEC based in Denver, CO. The firm has been registered since 2014. It reports $4.5 billion in regulatory assets under management and employs 62 people. Johnson Financial Group LLC manages 1 private fund with combined gross assets of $5.4 million, including Jfg Fund LLC. By regulatory assets, it ranks 1,419 of 6,004 private fund managers.

Johnson Financial Group LLC private funds

1 funds · $5.4M GAV
FundTypeGross assetsMin.
Jfg Fund LLCPrivate Equity$5.4M$1K

Johnson Financial Group LLC owners & executives

15 reported
NameTitleOwnershipSince
Albert Wayne Williams ControlManaging Director5-10%2016
B&w Holdings LLC ControlMemberOver 75%2021
Brandon Carroll Johnson ControlElected Manager & CeoUnder 5%2002
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Frequently asked questions

How much does Johnson Financial Group LLC manage?

Johnson Financial Group LLC reports $4.5 billion in regulatory assets under management on its Form ADV.

How many private funds does Johnson Financial Group LLC manage?

Johnson Financial Group LLC manages 1 private funds with combined gross assets of $5.4 million.

How many employees does Johnson Financial Group LLC have?

Johnson Financial Group LLC reports 62 employees.

Where is Johnson Financial Group LLC located?

Johnson Financial Group LLC is based in Denver, CO and has been SEC-registered since 2014.

Does Johnson Financial Group LLC disclose fund performance?

Johnson Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1144 Fifteenth Street, Suite 3950, Denver, CO 80202
Phone720-475-1195
Fax1-844-917-2776
Office hours8:00 a.m. - 5:00 p.m. Mt
SEC regionDenver Regional Office (DRO)
CIK1706327
Discloses disciplinary historyNo

Regulatory AUM

$4.53B▲ 65%
Mar '25 — $2.75BApr '25 — $2.75BMay '25 — $2.75BJun '25 — $2.75BJul '25 — $2.75BAug '25 — $2.75BSep '25 — $2.75BOct '25 — $2.75BNov '25 — $2.75BDec '25 — $2.75BJan '26 — $2.75BFeb '26 — $2.75BMar '26 — $4.53BApr '26 — $4.53BMay '26 — $4.53BJun '26 — $4.53B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
AUM vs fund managersTop 24%
Larger than 76% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 10%
More than 90% of 16,825 advisers

Assets under management

$4.53Bregulatory AUM
Discretionary $2.46BNon-discretionary $2.07B

Service providers

Auditor