Overview
Assets Under Management: $142 million
Headquarters: LUBBOCK, TX
High-Net-Worth Clients: 35
Average Client Assets: $2.4 million
Frequently Asked Questions
THE ADVISORS GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #290104), THE ADVISORS GROUP is subject to fiduciary duty under federal law.
THE ADVISORS GROUP is headquartered in LUBBOCK, TX.
THE ADVISORS GROUP serves 35 high-net-worth clients according to their SEC filing dated February 04, 2026. View client details ↓
According to their SEC Form ADV, THE ADVISORS GROUP offers financial planning and portfolio management for individuals. View all service details ↓
THE ADVISORS GROUP manages $142 million in client assets according to their SEC filing dated February 04, 2026.
According to their SEC Form ADV, THE ADVISORS GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.24%
Average Client Assets: $2.4 million
Total Client Accounts: 542
Discretionary Accounts: 542
Regulatory Filings
CRD Number: 290104
Filing ID: 2047936
Last Filing Date: 2026-02-04 14:01:37