{
  "crd_number": 130223,
  "slug": "rogers-financial-advisory-group-llc-greenville-sc-130223",
  "primary_business_name": "ROGERS FINANCIAL ADVISORY GROUP, LLC",
  "legal_name": "ROGERS FINANCIAL ADVISORY GROUP, LLC",
  "dbas": [],
  "city": "Greenville",
  "state": "SC",
  "country": "United States",
  "cbsa_code": "24860",
  "metro": {
    "cbsa_code": "24860",
    "common_name": "Greenville",
    "msa_name": "Greenville-Anderson-Greer, SC",
    "path": "/advisors/sc/greenville"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2004-04-08",
  "years_registered": 22,
  "period": "2026-10-01",
  "filing_date": "2026-03-10",
  "carried_forward": false,
  "raum_total": 42940922.0,
  "raum_discretionary": 26835616.0,
  "raum_non_discretionary": 16105306.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 527532.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 26020553.0,
      "count": 95
    },
    "high_net_worth_individuals": {
      "raum": 16392837.0,
      "count": 21
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum",
    "subscription"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "SC"
  ],
  "websites": [
    "https://rogersfinancialgroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/130223",
  "city_as_filed": "GREENVILLE",
  "url": "https://advisorcensus.com/firm/rogers-financial-advisory-group-llc-greenville-sc-130223",
  "display_name": "Rogers Financial Advisory Group, LLC",
  "summary": "Rogers Financial Advisory Group, LLC is a state-registered investment advisory firm in Greenville, SC, registered since 2004, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.",
  "citation": "AdvisorCensus. Rogers Financial Advisory Group, LLC (CRD 130223): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Subscription fees (for a newsletter or periodical)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Rogers Financial Advisory Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Rogers Financial Advisory Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical)."
    },
    {
      "q": "Where is Rogers Financial Advisory Group, LLC located?",
      "a": "Rogers Financial Advisory Group, LLC's principal office is in Greenville, SC, according to its Form ADV."
    },
    {
      "q": "Is Rogers Financial Advisory Group, LLC registered with the SEC or a state?",
      "a": "Rogers Financial Advisory Group, LLC is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 130223."
    },
    {
      "q": "How much does Rogers Financial Advisory Group, LLC manage?",
      "a": "Rogers Financial Advisory Group, LLC reports $42,940,922 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (62% discretionary)."
    },
    {
      "q": "What types of clients does Rogers Financial Advisory Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (95); high net worth individuals (21)."
    },
    {
      "q": "Does Rogers Financial Advisory Group, LLC report any disciplinary disclosures?",
      "a": "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/130223"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/rogers-financial-advisory-group-llc-greenville-sc-130223.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 95,
      "fewer_than_5": false,
      "raum": 26020553.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 21,
      "fewer_than_5": false,
      "raum": 16392837.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 527532.0
    }
  ],
  "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/130223",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}