# ARS Wealth Advisors

> 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.

- CRD: 314882
- Filed as: ARS WEALTH ADVISORS
- Legal name: ARS Wealth Advisors Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St. Petersburg, FL
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/314882
- AdvisorCensus page: https://advisorcensus.com/firm/ars-wealth-advisors-st-petersburg-fl-314882

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,641,226,278
- Discretionary: $1,641,226,278
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 585 | $212,280,344 |
| High net worth individuals | 459 | $1,357,230,175 |
| Charitable organizations | 1 | $692,153 |
| Corporations or other businesses not listed above | 26 | $71,023,606 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 24 total, 16 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Gainesville, FL
- Moore, SC

### Websites listed on Form ADV (Item 1.I)
- arswealth.com
- focusfinancialpartners.com
- LinkedIn @2064318
- LinkedIn @ars-wealth-advisors
- X @focusfinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $761,233,402 | 12 | August 12, 2021 |
| October 2022 | $1,199,889,132 | 18 | July 22, 2022 |
| October 2023 | $1,094,316,443 | 24 | September 27, 2023 |
| October 2024 | $1,272,474,625 | 24 | August 22, 2024 |
| October 2025 | $1,470,401,278 | 21 | March 13, 2025 |
| October 2026 | $1,641,226,278 | 24 | March 26, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. ARS Wealth Advisors (CRD 314882): Form ADV filing data as of October 2026.