CRD: 130223
Rogers Financial Advisory Group, LLC
$42.9M Total AUM
$26.8M Disc. AUM
-- 3Y CAGR
3 Employees
116 ADV. Clients
22 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-08-2004
- Office Locations
- 1
Office Locations
7 Boyce Avenue Greenville SC
About Rogers Financial Advisory Group, LLC
Rogers Financial Group (Rogers Financial Advisory Group, LLC) is a Greenville, SC wealth management firm serving families through life transitions with retirement, estate and broader financial planning. The team builds personalized investment portfolios aligned to each client’s goals, risk tolerance, timeline and values, with a collaborative, transparent process. Custodies assets with Pershing.
Team overview
50 AVG AGE
$14.3M AVG AUM / ADVISOR
$370.2K AVG AUM / CLIENT
15 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
22yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
J
JON MARTIN ROGERS
Financial Consultant
- CRD
- #402825
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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D
DAVID S. KING
--
- CRD
- #2608635
Available
Available
Available
M
Maxwell Scott King
Client Service Associate
- CRD
- #8081813
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,835,616 | -- |
| Non-Discretionary | $16,105,306 | -- |
| Total | $42,940,922 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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