Bank / Wealth / TrustRIA · CRD 107409SEC-Registered

Updated:

Rogers Wealth Group

Rogers Wealth Group was founded in Fort Worth in 1995 as a registered investment adviser. The firm provides investment advisory services to a mixed client base...

Rogers Wealth Group logo

Rogers Wealth Group

Rogers Wealth Group was founded in Fort Worth in 1995 as a registered investment adviser. The firm provides investment advisory services to a mixed client base that includes individuals, banks, trusts, and retirement plans such as 401(k) and 403(b) plans. The firm's stated capabilities center on investment consulting and portfolio management. No asset-class mix, stage coverage, fund structures, or named portfolio positions are publicly documented. Geographic scope is not disclosed beyond the Fort Worth headquarters. As of late May 2026, the firm's website was offline for scheduled maintenance, limiting further operational detail. No adjacent vehicles, philanthropic structures, or team-size disclosures have been identified. Rogers Wealth Group's architecture — a registered investment adviser serving both institutional trustees and individual retirement-plan participants — creates a dual-fiduciary posture that is structurally distinct from single-family offices or pure institutional managers.

General information

Firm type

Bank / Wealth / Trust

Year founded

1995

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Fort Worth

Corporate office

Fort Worth, TX, United States

Frequently asked questions

What services does Rogers Wealth Group provide?

The firm offers investment advisory services including investment consulting, portfolio management, and retirement planning. Its client base includes individuals, banks, trusts, and retirement plans such as 401(k) and 403(b) plans.

What is Rogers Wealth Group's regulatory status?

Rogers Wealth Group operates as a registered investment adviser (RIA). This requires it to adhere to fiduciary standards, acting in the best interest of its advisory clients.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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