RIA Intel›Advisers›South Carolina›ROGERS FINANCIAL ADVISORY GROUP, LLC

ROGERS FINANCIAL ADVISORY GROUP, LLC

Advisory

GREENVILLE, SC

Data as of Mar 10, 2026 · Source: SEC Form ADV

Average account

$230K

across 187 accounts

AUM per adviser

$14M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM

$43M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$43M

Discretionary AUM$27M

Non-Discretionary AUM$16M

Discretionary %62.5%

Total Clients116

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InSC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

116 clients

21 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in SC

Closest by assets under management. All figures from Form ADV.

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$42M

MISSIONAL ADVISOR GROUP LLC

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$42M

HARRISON, WILLIAM BENJAMIN

$42M

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