# Rogers Consulting Associates, Inc.

> Rogers Consulting Associates, Inc. is a state-registered investment advisory firm in St. Louis, MO, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 12, 2026.

- CRD: 169931
- Filed as: ROGERS CONSULTING ASSOCIATES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: St. Louis, MO
- Filing period: October 2026
- Form ADV filing dated: January 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169931
- AdvisorCensus page: https://advisorcensus.com/firm/rogers-consulting-associates-inc-st-louis-mo-169931

## Quick answers

**How is Rogers Consulting Associates, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Rogers Consulting Associates, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Rogers Consulting Associates, Inc. located?**
Rogers Consulting Associates, Inc.'s principal office is in St. Louis, MO, according to its Form ADV.

**Is Rogers Consulting Associates, Inc. registered with the SEC or a state?**
Rogers Consulting Associates, Inc. is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 169931.

**How much does Rogers Consulting Associates, Inc. manage?**
Rogers Consulting Associates, Inc. reports $94,781,900 in regulatory assets under management in its Form ADV filing dated January 12, 2026 (100% discretionary).

**What types of clients does Rogers Consulting Associates, Inc. serve?**
By number of clients on Form ADV Item 5.D: other (22); high net worth individuals (7); corporations or other businesses not listed above (6).

**Does Rogers Consulting Associates, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/169931

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $94,781,900
- Discretionary: $94,781,900
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $640,200 |
| High net worth individuals | 7 | $21,889,300 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $5,050,800 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 3 | $1,639,800 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 6 | $46,419,300 |
| Other | 22 | $19,142,500 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2014 (12 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rogers Consulting Associates, Inc. (CRD 169931): Form ADV filing data as of October 2026.