$142.4M Total AUM
$142.4M Disc. AUM
-- 3Y CAGR
5 Employees
194 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2017
- Office Locations
- 1
Office Locations
12002 Trafalgar Avenue Suite 102 Lubbock TX
About THE Advisors Group
THE Advisors Group is a Lubbock-based RIA. The firm has been operating for 8 years. Managing $142.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
60 AVG AGE
$71.2M AVG AUM / ADVISOR
$734.2K AVG AUM / CLIENT
8.7 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Technology
Available
Owner & Executives
SHELBY LYNNE RUSSELL
Chief Compliance Officer, Financial Advisor, General Partner, VICE PRESIDENT
- CRD
- #5465869
- Ownership
- 50% but less than 75%
Available
Available
Available
SHERRYLE LYNNE CANTU
Advisor, Secretary, TREASURER
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $142,433,113 | $262,792 |
| Non-Discretionary | $0 | -- |
| Total | $142,433,113 | $262,792 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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