Rogers Wealth Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Fort Worth, TX. Its latest Form ADV filing, dated March 17, 2026, reports $1.0B in regulatory assets under management, 21 employee, and 876 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 49.3% of total clients.
Top client categories% of clientsClients
1
HNWI
49.3%
214
2
Individuals
45.4%
197
3
Corporations
3.5%
15
4
Charitable
1.2%
5
5
Pension Plans
0.5%
2
Categories with <5 clients
Banking or thrift institutions<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of March 17, 2026
Discretionary97.4%
$1.0B
97% of total RAUM97.4%
Non-discretionary2.6%
$27M
3% of total RAUM2.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.0B
Total Accounts876
10Y AUM Change+$273M (+35.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee21:1
10Y Employee Change+6 (+40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.