The Advisors Group is an SEC registered investment adviser organized as a corporation with a primary office location in Lubbock, TX. Its latest Form ADV filing, dated February 4, 2026, reports $142M in regulatory assets under management, 5 employees, and 542 accounts.
Assets Under Management
$142M
Employees
5
Offices
--
Total Clients
194
Primary office
LUBBOCK, TX
12002 TRAFALGAR AVENUE, SUITE 102, LUBBOCK, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.9% of total clients.
Top client categories% of clientsClients
1
Individuals
80.9%
157
2
HNWI
18.0%
35
3
Charitable
0.5%
1
4
Corporations
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$142Mas of February 4, 2026
Discretionary100.0%
$142M
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.
Total AUM$142M
Total Accounts542
10Y AUM Change+$33M (+29.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee39:1
10Y Employee Change+1 (+25.0%)
* 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.