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| Keyboard |
| Rogers Wealth Group Inc
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|---|---|
| CRD # | 107409 |
| SEC # | 801-51602 |
| CIK # | |
| AUM | 1,038.1 M (2026-03-17) |
| 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) | 197 | 537.1 |
| (b) Individuals (high net worth individuals) | 214 | 399.6 |
| (c) Banking or thrift institutions | 1 | 43.1 |
| (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 | 2 | 2.1 |
| (h) Charitable organizations | 5 | 1.5 |
| (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 | 15 | 54.5 |
| (n) Other | 0 | 0.0 |
| Total | 876 | 1,038.1 |
| By Discretionary | ||
| Discretionary | 842 | 1,011.5 |
| Non-Discretionary | 34 | 26.6 |
| Total | 876 | 1,038.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,038.1 | |
| Total | 876 | 1,038.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Marble Wealth LLC
✚
|
AL | 1,045.2 M |
|
Fitzroy Investment Advisors LLC
✚
|
FL | 1,043.0 M |
|
Red Oak Financial Group LLC
✚
|
MD | 1,040.2 M |
|
Violich Capital Management
✚
|
CA | 1,039.0 M |
|
Whalerock Point Partners LLC
✚
|
FL | 1,038.3 M |
|
Rodgers Brothers Inc
✚
|
PA | 1,037.5 M |
|
Fierston Financial Group Inc
✚
|
CT | 1,035.6 M |
|
William Mack & Associates Inc
✚
|
MI | 1,034.6 M |
|
Gould Asset Management LLC
✚
|
CA | 1,034.5 M |
|
Northwest Wealth Management LLC
✚
|
IA | 1,031.4 M |