AdvisorCensus / Financial advisors / Texas / Lubbock / The Advisors Group
The Advisors Group is an SEC-registered investment advisory firm in Lubbock, TX, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 4, 2026.
Quick answers
From the filingHow is The Advisors Group compensated?
On its Form ADV (Item 5.E, October 2026), The Advisors Group reports these compensation arrangements: a percentage of assets under its management; hourly charges.
Where is The Advisors Group located?
The Advisors Group's principal office is in Lubbock, TX, according to its Form ADV.
Is The Advisors Group registered with the SEC or a state?
The Advisors Group is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 290104.
How much does The Advisors Group manage?
The Advisors Group reports $142,433,113 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (100% discretionary).
How have The Advisors Group's assets and staff changed since 2024?
In the Form ADV data for The Advisors Group: Regulatory assets under management: $109,841,118 in the October 2024 data and $142,433,113 in the October 2026 data, up 30%. Total employees: 4 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does The Advisors Group serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (157); high net worth individuals (35); charitable organizations (1).
Which custodians does The Advisors Group use?
The Advisors Group's 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 The Advisors Group 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/290104
Does The Advisors Group state an account minimum?
Its Form ADV Part 2A brochure dated February 4, 2026 says: "The minimum account size is $250,000 of assets under management. When an account falls below $250,000 in value, The Advisors Group will evaluate each situation and determine if action is needed, including the possibility of termination of our management agreement and referral to a firm with lower minimums."
What changed in The Advisors Group's recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $117,422,445 to $142,433,113 (+21%).
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
- Hourly charges
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: $250,000
The brochure's wording
The minimum account size is $250,000 of assets under management. When an account falls below $250,000 in value, The Advisors Group will evaluate each situation and determine if action is needed, including the possibility of termination of our management agreement and referral to a firm with lower minimums.
As stated in the firm's Form ADV Part 2A brochure dated February 4, 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$142,433,113 as of October 2026, filing dated February 4, 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
Registration and firm details
Items 1, 2, 5- Legal name
- Strategy, Inc.
- Also doing business as
- THE ADVISORS GROUP
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 5. Performing investment advisory functions: 2.
- Wrap fee program participation
- Yes.
- 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.
- States registered or notice-filed
-
1 state or jurisdiction
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 | $142,433,113 | 5 | February 4, 2026 |
| October 2025 | $117,422,445 | 4 | January 22, 2025 |
| October 2024 | $109,841,118 | 4 | June 26, 2024 |
Regulatory assets under management: $109,841,118 in the October 2024 data and $142,433,113 in the October 2026 data, up 30%.
Total employees: 4 in October 2024 and 5 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- March 2026
- Regulatory assets under management went from $117,422,445 to $142,433,113 (+21%).
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. The Advisors Group (CRD 290104): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/the-advisors-group-lubbock-tx-290104