ROGERS WEALTH GROUP, INC.
  • ROGERS WEALTH GROUP, INC.
  • INSTITUTIONAL CONSULTING GROUP, A DIVISION OF ROGERS CAPITAL MANAGEMENT, INC.
  • ROGERS INSTITUTIONAL ADVISORY CORP.
  • ROGERS CAPITAL MANAGEMENT, INC.

Adviser Profile

As of Date 03/17/2026
Registration SEC, Approved, 03/22/1996
ADV Location FORT WORTH, TX, United States
Contact Info 817 xxxxxxx
Websites
AUM* 1,038,059,532 24%
of that, discretionary 1,011,485,808 24%
Number of Employees 21
of those in investment advisory functions 6
Private Fund GAV* 0
Avg Account Size 1,184,999 15%
% High Net Worth 49.31% 46%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1B 873M 727M 582M 436M 291M 145M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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