THE AMERIFLEX GROUP

Legal name: THE AMERIFLEX GROUP, INC.

CRD 305585File 801-117784

APPROVED

Retail clients

Filing as of Sep 11, 2026

Feed vintage Oct 1, 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	Change
Apr 1, 2026	Employees	166	201	increased by35
Apr 1, 2026	Clients	16,688	16,203	decreased by485
Apr 1, 2026	AUM	$9,355,813,271	$9,658,302,770	increased by$302,489,499
Apr 1, 2026	Accounts	34,131	30,843	decreased by3,288
May 1, 2025 vs Oct 1, 2022	Employees	78	166	increased by88
May 1, 2025 vs Oct 1, 2022	Clients	4,839	16,688	increased by11,849
May 1, 2025 vs Oct 1, 2022	AUM	$2,955,532,885	$9,355,813,271	increased by$6,400,280,386
May 1, 2025 vs Oct 1, 2022	Accounts	11,151	34,131	increased by22,980
Apr 1, 2022	Employees	55	78	increased by23
Apr 1, 2022	Clients	2,807	4,839	increased by2,032
Apr 1, 2022	AUM	$1,447,347,734	$2,955,532,885	increased by$1,508,185,151
Apr 1, 2022	Accounts	5,856	11,151	increased by5,295
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 “AMERIFLEX GROUP” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AMERIFLEX GROUP” 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.