{
  "crd_number": 314882,
  "slug": "ars-wealth-advisors-st-petersburg-fl-314882",
  "primary_business_name": "ARS WEALTH ADVISORS",
  "legal_name": "ARS WEALTH ADVISORS GROUP, LLC",
  "dbas": [],
  "city": "St. Petersburg",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "45300",
  "metro": {
    "cbsa_code": "45300",
    "common_name": "Tampa",
    "msa_name": "Tampa-St. Petersburg-Clearwater, FL",
    "path": "/advisors/fl/tampa"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-06-22",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 1641226278.0,
  "raum_discretionary": 1641226278.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 24,
  "advisory_employees": 16,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 692153.0,
      "count": 1
    },
    "individuals": {
      "raum": 212280344.0,
      "count": 585
    },
    "high_net_worth_individuals": {
      "raum": 1357230175.0,
      "count": 459
    },
    "corporations_other_businesses": {
      "raum": 71023606.0,
      "count": 26
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "DC",
    "FL",
    "GA",
    "IL",
    "IN",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "NC",
    "ND",
    "NH",
    "NJ",
    "NY",
    "OH",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://arswealth.com",
    "https://focusfinancialpartners.com",
    "https://linkedin.com/company/2064318",
    "https://linkedin.com/company/ars-wealth-advisors",
    "https://twitter.com/focusfinancial"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/314882",
  "city_as_filed": "ST. PETERSBURG",
  "url": "https://advisorcensus.com/firm/ars-wealth-advisors-st-petersburg-fl-314882",
  "display_name": "ARS Wealth Advisors",
  "summary": "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.",
  "citation": "AdvisorCensus. ARS Wealth Advisors (CRD 314882): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is ARS Wealth Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), ARS Wealth Advisors reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is ARS Wealth Advisors located?",
      "a": "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)."
    },
    {
      "q": "Is ARS Wealth Advisors registered with the SEC or a state?",
      "a": "ARS Wealth Advisors is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 314882."
    },
    {
      "q": "How much does ARS Wealth Advisors manage?",
      "a": "ARS Wealth Advisors reports $1,641,226,278 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary)."
    },
    {
      "q": "How have ARS Wealth Advisors' assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does ARS Wealth Advisors serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does ARS Wealth Advisors use?",
      "a": "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."
    },
    {
      "q": "Does ARS Wealth Advisors report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does ARS Wealth Advisors state an account minimum?",
      "a": "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\""
    },
    {
      "q": "What changed in ARS Wealth Advisors' recent Form ADV filings?",
      "a": "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."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 761233402.0,
      "total_employees": 12,
      "filing_date": "2021-08-12"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1199889132.0,
      "total_employees": 18,
      "filing_date": "2022-07-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1094316443.0,
      "total_employees": 24,
      "filing_date": "2023-09-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1272474625.0,
      "total_employees": 24,
      "filing_date": "2024-08-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1470401278.0,
      "total_employees": 21,
      "filing_date": "2025-03-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1641226278.0,
      "total_employees": 24,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in ND."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in AL, AR, KY."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in TN, WA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 26, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/ars-wealth-advisors-st-petersburg-fl-314882.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 585,
      "fewer_than_5": false,
      "raum": 212280344.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 459,
      "fewer_than_5": false,
      "raum": 1357230175.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": false,
      "raum": 692153.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 26,
      "fewer_than_5": false,
      "raum": 71023606.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/314882",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}