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- Custodian
- Charles Schwab & Company ยท Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-22-1996
- Office Locations
- 1
Office Locations
About Rogers Wealth Group, Inc.
Rogers Wealth Group, Inc. is a Fort Worth, TX RIA serving retail and institutional clients, focused on asset allocation and ongoing asset management for business owners and entrepreneurs. The firm also supports retirement plans, insurance, and business succession planning, and primarily implements portfolios using mutual funds and ETFs alongside fixed income. Custodies assets with Charles Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DALE CRAIG ROGERS
Chairman, Investment Advisor
- CRD
- #402693
- Ownership
- 50% but less than 75%
CRAIG COBURN ROGERS
Chief Executive Officer, President
- CRD
- #4542441
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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MELISSA FAYE CHILDS
Vice President
- CRD
- #6285234
CHRISTOPHER RYAN MANROSS
Vice President
- CRD
- #6324149
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,011,485,808 | $1,201,290 |
| Non-Discretionary | $26,573,724 | $781,580 |
| Total | $1,038,059,532 | $1,184,999 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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