THE AMERIFLEX GROUP

Legal name: THE AMERIFLEX GROUP, INC.

CRD 305585File 801-117784

APPROVED

Retail clients

Filing as of Aug 4, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$9.66B

Top 10% of cohort (national)

Discretionary AUM

$8.02B

Non-discretionary $1.64B

Clients

16,203

30,843 accounts

Employees

201

Top 10% of cohort in NV

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Dec 13, 2019
Principal office: 8475 W. SUNSET ROAD, SUITE 101, LAS VEGAS, NV, 89113
Phone: (702) 987-9730
Website: https://ameriflex.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $9.66B
Discretionary AUM: $8.02B
Non-discretionary AUM: $1.64B
Discretionary accounts: 27,440
Non-discretionary accounts: 3,403
Total accounts: 30,843
AUM per client: $596K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	81	$110.2M
Charitable organizations	41	$99.7M
High net worth individuals	2,229	$4.97B
Pension and profit sharing plans	357	$803.4M
Individuals (other than high net worth individuals)	13,495	$3.68B

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.