Wootton Financial Group Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Conroe, TX. Its latest Form ADV filing, dated February 27, 2026, reports $156M in regulatory assets under management, 2 employees, and 718 accounts.
Assets Under Management
$156M
Employees
2
Offices
--
Total Clients
309
Primary office
CONROE, TX
COMMONWEALTH CENTRE, 2040 NORTH LOOP 336 W, SUITE 125, CONROE, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 84.8% of total clients.
Top client categories% of clientsClients
1
Individuals
84.8%
262
2
HNWI
12.9%
40
3
Corporations
2.3%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$156Mas of February 27, 2026
Discretionary100.0%
$156M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$156M
Total Accounts718
10Y AUM Change+$49M (+45.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee155:1
10Y Employee Change-3 (-60.0%)
* 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.