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| Happy Holidays!! thanks for using AUM13F!! |
| Rogers Wealth Group Inc
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| CRD # | 107409 |
| SEC # | 801-51602 |
| CIK # | |
| AUM | $960.8 M (2025-03-12) |
| Employees | 21 (29% Investors, 0% Brokers) |
| Phone | 817-334-0351 |
| Address | 1330 Summit Avenue Fort Worth, TX 76102 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 250 | 503.5 |
| (b) Individuals (high net worth individuals) | 141 | 368.1 |
| (c) Banking or thrift institutions | 1 | 37.9 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 7.9 |
| (h) Charitable organizations | 4 | 3.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 39.9 |
| (n) Other | 0 | 0.0 |
| Total | 855 | 960.8 |
| By Discretionary | ||
| Discretionary | 818 | 935.6 |
| Non-Discretionary | 37 | 25.2 |
| Total | 855 | 960.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 960.8 | |
| Total | 855 | 960.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Tarbox Family Office Inc
✚
|
CA | 1.0 |
|
Cypress Wealth Services LLC
✚
|
CA | 1.0 |
|
Rodgers Brothers Inc
✚
|
PA | 1.0 |
|
Aubrey Capital Management Limited
✚
|
1.0 | |
|
NTV Asset Management LLC
✚
|
WV | 1.0 |
|
IBEX Wealth Advisors LLC
✚
|
NJ | 1.0 |
|
Lake Street Private Wealth LLC
✚
|
IL | 1.0 |
|
Sterling Investment Advisors Ltd
✚
|
PA | 1.0 |
|
Robert Harrell Incorporated
✚
|
TX | 1.0 |
|
Deerfield Financial Advisors Inc
✚
|
IN | 1.0 |