Data / Investment advisers / Texas / Rogers Wealth Group, Inc.
Rogers Wealth Group, Inc., Fort Worth, TX: $1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Rogers Wealth Group, Inc. is an SEC registered investment adviser with its main office in Fort Worth, Texas and reports $1 billion in regulatory assets under management in its Form ADV filed March 17, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Rogers Wealth Group, Inc. (CRD number 107409): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 107409
- SEC file number
- 801-51602
- SEC status
- Approved, effective March 22, 1996
- Main office
- 1330 Summit Avenue, Fort Worth, TX 76102
- Phone
- (817) 334-0351
- Website
- rogers401k.com
- Regulatory AUM
- $1,038,059,532 in the Form ADV filed March 17, 2026
- Discretionary AUM
- $1,011,485,808
- Non discretionary AUM
- $26,573,724
- Accounts
- 876
- Employees
- 21, of which 6 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 197 | $537.1 million |
| High net worth individuals | 214 | $399.6 million |
| Corporations or other businesses | 15 | $54.5 million |
| Banking or thrift institutions | 1 | $43.1 million |
| Pension and profit sharing plans | 2 | $2.1 million |
| Charitable organizations | 5 | $1.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.04 billion | March 17, 2026 |
| December 1, 2025 | $960.8 million | March 12, 2025 |
Other advisers in Fort Worth
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| TPG Re Finance Trust Management, L.P. | Fort Worth | $4.41 billion | Not listed | adviserinfo.sec.gov |
| Tailwind Advisors | Fort Worth | $1.67 billion | 6 | adviserinfo.sec.gov |
| Double Eagle Family Offices, LLC | Fort Worth | $1.40 billion | 9 | adviserinfo.sec.gov |
| Wpwealth LLP | Fort Worth | $1.17 billion | Not listed | adviserinfo.sec.gov |
| Holt Capital Partners, L.P. | Fort Worth | $1.09 billion | 1 | adviserinfo.sec.gov |
| Alta Fox Capital Management, LLC | Fort Worth | $821.4 million | 2 | adviserinfo.sec.gov |
| Diesslin Group, Inc. | Fort Worth | $696.3 million | 2 | adviserinfo.sec.gov |
| Signal Securities, Inc. | Fort Worth | $679.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Fort Worth, TX
- Investment advisers in Texas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Rogers Wealth Group, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.