# Rogers Wealth Group

Rogers Wealth Group is a Bank / Wealth / Trust based in Fort Worth, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Fort Worth, United States
- **Region:** North America
- **Address:** Fort Worth, TX, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** rogersco.com
- **LinkedIn:** https://www.linkedin.com/company/rogers-wealth-group

## Regulatory record

- **CRD number:** 107409
- **SEC file number:** 801-51602
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-17T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/107409

## About

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.

## 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.

## Related profiles

- [Rogers Financial Advisory Group](https://altss.com/profile/rogers-financial-advisory-group)
- [Rogue Capital](https://altss.com/profile/rogue-capital)

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Last updated: 2026-06-03T20:00:00.000Z

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