$60.0M Total AUM
$60.0M Disc. AUM
-- 3Y CAGR
6 Employees
305 ADV. Clients
19 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Nationwide
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-31-2007
- Office Locations
- 3
Office Locations
10210 Frankford AVE Suite 220 Lubbock TX
10210 Frankford AVE, Suite 220 Lubbock TX
8700 Crownhill Suite 206 SAN Antonio TX
About THE Viable Group, Inc.
THE Viable Group, Inc. is a SAN Antonio-based RIA with 3 offices. The firm has been operating for 19 years. Managing $60.0M in total assets under management, with 5 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Team overview
58 AVG AGE
$12.0M AVG AUM / ADVISOR
$196.7K AVG AUM / CLIENT
4.5 yrs AVG TENURE
6 Employees
5 Advisory Reps
5 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
T
TIMOTHY LEE BROWN
Investment Advisor
- CRD
- #873782
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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Levi Aaron Blackmon
--
- CRD
- #7211280
Available
Available
Available
M
MICHAEL JON BYERS
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #5383809
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $60,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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