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ROGERS WEALTH GROUP, INC.
CRD 107409File 801-51602
APPROVED
Retail clients
Custody
Filing as of Mar 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.04B
Above cohort median (national)
Discretionary AUM
$1.01B
Non-discretionary $26.6M
Clients
434
876 accounts
Employees
21
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 22, 1996
- Principal office
- 1330 SUMMIT AVENUE, FORT WORTH, TX, 76102
- Phone
- 817-334-0351
- Website
- HTTP://WWW.ROGERSCO.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.04B
- Discretionary AUM
- $1.01B
- Non-discretionary AUM
- $26.6M
- Discretionary accounts
- 842
- Non-discretionary accounts
- 34
- Total accounts
- 876
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $54.5M |
| Charitable organizations | 5 | $1.5M |
| High net worth individuals | 214 | $399.6M |
| Banking or thrift institutions | Fewer than 5 | $43.1M |
| Pension and profit sharing plans | Fewer than 5 | $2.1M |
| Individuals (other than high net worth individuals) | 197 | $537.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 408 | 434 | increased by26 |
| Apr 1, 2026 | AUM | $960,836,725 | $1,038,059,532 | increased by$77,222,807 |
| Apr 1, 2026 | Accounts | 855 | 876 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 22 | 21 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 414 | 408 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,041,832,815 | $960,836,725 | decreased by$80,996,090 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 839 | 855 | increased by16 |
| Apr 1, 2022 | Employees | 21 | 22 | increased by1 |
| Apr 1, 2022 | Clients | 388 | 414 | increased by26 |
| Apr 1, 2022 | AUM | $940,954,135 | $1,041,832,815 | increased by$100,878,680 |
| Apr 1, 2022 | Accounts | 846 | 839 | decreased by7 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ROGERS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ROGERS WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.