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- Custodian
- Assetmark ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-13-2019
- Office Locations
- 104
Office Locations
About THE Ameriflex Group
The AmeriFlex Group is a Las Vegas-based RIA providing financial and wealth planning, portfolio construction, and insurance and estate planning support for retail and institutional clients, including business owners, entrepreneurs, athletes, and accredited investors. Portfolios emphasize ETFs and mutual funds, with fixed income and alternative/real estate solutions available. Securities are offered through Cambridge Investment Research, which is a minority owner.
Reported data analysis
What the numbers show
Between August 20, 2025 and March 31, 2026, reported AUM increased 3.2%, from $9.4B to $9.7B.
Across 5 reported observations, AUM increased 226.8% between November 1, 2022 and March 31, 2026, from $3.0B to $9.7B.
Of the latest reported AUM, 83.0% is discretionary and 17.0% is non-discretionary.
The firm reports 181 advisory representatives and 16,689 clients, or 92.2 clients per representative. That equates to $578.7K in reported AUM per client.
The profile lists 104 reported office locations and 6 years in operation. The source data was last updated on August 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full THE Ameriflex Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
THOMAS J GOODSON
Chief Executive Officer, President
- CRD
- #1332233
- Ownership
- 50% but less than 75%
DIANA YOUA HEU
Chief Compliance Officer
- CRD
- #2912071
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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BRENT ROGER ANDERSON
Chief Executive Officer
- CRD
- #4823
Kelsey Faye Anderson
--
- CRD
- #6658833
Showing 2 of 201 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,015,183,372 | $292,099 |
| Non-Discretionary | $1,643,119,398 | $482,844 |
| Total | $9,658,302,770 | $313,144 |
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Separately Managed Accounts
SMA allocation detail is available
THE Ameriflex Group has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
THE Ameriflex Group's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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