AdvisorCensus / Financial advisors / Florida / Tampa / ARS Wealth Advisors
ARS Wealth Advisors
Filed as ARS WEALTH ADVISORS · Legal name ARS Wealth Advisors Group, LLC
ARS Wealth Advisors is an SEC-registered investment advisory firm in St. Petersburg, FL, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.
Quick answers
From the filingHow is ARS Wealth Advisors compensated?
On its Form ADV (Item 5.E, October 2026), ARS Wealth Advisors reports these compensation arrangements: a percentage of assets under its management.
Where is ARS Wealth Advisors located?
ARS Wealth Advisors' principal office is in St. Petersburg, FL, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is ARS Wealth Advisors registered with the SEC or a state?
ARS Wealth Advisors is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 314882.
How much does ARS Wealth Advisors manage?
ARS Wealth Advisors reports $1,641,226,278 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).
How have ARS Wealth Advisors' assets and staff changed since 2021?
In the Form ADV data for ARS Wealth Advisors: Regulatory assets under management: $761,233,402 in the October 2021 data and $1,641,226,278 in the October 2026 data, up 116%. Total employees: 12 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does ARS Wealth Advisors serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (585); high net worth individuals (459); corporations or other businesses not listed above (26).
Which custodians does ARS Wealth Advisors use?
ARS Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does ARS Wealth Advisors report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/314882
Does ARS Wealth Advisors state an account minimum?
Its Form ADV Part 2A brochure dated March 26, 2026 says: "Minimum Relationship Size - $500,000" "We generally require a minimum account asset level of $500,000 for portfolio management services; however, in our sole discretion, we may reduce or waive this minimum account asset level requirement"
What changed in ARS Wealth Advisors' recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 12 to 16. Regulatory assets under management went from $1,470,401,278 to $1,641,226,278 (+12%). Added an office in Moore, SC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Minimum Relationship Size - $500,000
We generally require a minimum account asset level of $500,000 for portfolio management services; however, in our sole discretion, we may reduce or waive this minimum account asset level requirement
As stated in the firm's Form ADV Part 2A brochure dated March 26, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,641,226,278 as of October 2026, filing dated March 26, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- ARS Wealth Advisors Group, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 24. Performing investment advisory functions: 16.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the April 2026 filing
- States registered or notice-filed
-
25 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,641,226,278 | 24 | March 26, 2026 |
| October 2025 | $1,470,401,278 | 21 | March 13, 2025 |
| October 2024 | $1,272,474,625 | 24 | August 22, 2024 |
| October 2023 | $1,094,316,443 | 24 | September 27, 2023 |
| October 2022 | $1,199,889,132 | 18 | July 22, 2022 |
| October 2021 | $761,233,402 | 12 | August 12, 2021 |
Regulatory assets under management: $761,233,402 in the October 2021 data and $1,641,226,278 in the October 2026 data, up 116%.
Total employees: 12 in October 2021 and 24 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 12 to 16.
- Regulatory assets under management went from $1,470,401,278 to $1,641,226,278 (+12%).
- Added an office in Moore, SC.
- February 2026
- Registered or notice-filed in ND.
- January 2026
- No longer registered or notice-filed in AL, AR, KY.
- December 2025
- Registered or notice-filed in TN, WA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. ARS Wealth Advisors (CRD 314882): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/ars-wealth-advisors-st-petersburg-fl-314882