{
  "crd_number": 290104,
  "slug": "the-advisors-group-lubbock-tx-290104",
  "primary_business_name": "THE ADVISORS GROUP",
  "legal_name": "STRATEGY, INC.",
  "dbas": [
    "THE ADVISORS GROUP"
  ],
  "city": "Lubbock",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "31180",
  "metro": {
    "cbsa_code": "31180",
    "common_name": "Lubbock",
    "msa_name": "Lubbock, TX",
    "path": "/advisors/tx/lubbock"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-07-25",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-02-04",
  "carried_forward": false,
  "raum_total": 142433113.0,
  "raum_discretionary": 142433113.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 739361.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 56705493.0,
      "count": 157
    },
    "high_net_worth_individuals": {
      "raum": 84378900.0,
      "count": 35
    },
    "corporations_other_businesses": {
      "raum": 609359.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://facebook.com/theadvisorsgroup",
    "https://theadvisorsgroup.net/NEW/THEADVISORSGROUP"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/290104",
  "city_as_filed": "LUBBOCK",
  "url": "https://advisorcensus.com/firm/the-advisors-group-lubbock-tx-290104",
  "display_name": "The Advisors Group",
  "summary": "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.",
  "citation": "AdvisorCensus. The Advisors Group (CRD 290104): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is The Advisors Group compensated?",
      "a": "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."
    },
    {
      "q": "Where is The Advisors Group located?",
      "a": "The Advisors Group's principal office is in Lubbock, TX, according to its Form ADV."
    },
    {
      "q": "Is The Advisors Group registered with the SEC or a state?",
      "a": "The Advisors Group is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 290104."
    },
    {
      "q": "How much does The Advisors Group manage?",
      "a": "The Advisors Group reports $142,433,113 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (100% discretionary)."
    },
    {
      "q": "How have The Advisors Group's assets and staff changed since 2024?",
      "a": "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."
    },
    {
      "q": "What types of clients does The Advisors Group serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does The Advisors Group use?",
      "a": "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."
    },
    {
      "q": "Does The Advisors Group 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/290104"
    },
    {
      "q": "Does The Advisors Group state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in The Advisors Group's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $117,422,445 to $142,433,113 (+21%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 109841118.0,
      "total_employees": 4,
      "filing_date": "2024-06-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 117422445.0,
      "total_employees": 4,
      "filing_date": "2025-01-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 142433113.0,
      "total_employees": 5,
      "filing_date": "2026-02-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $117,422,445 to $142,433,113 (+21%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 4, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "quotes": [
      "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."
    ],
    "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/the-advisors-group-lubbock-tx-290104.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 157,
      "fewer_than_5": false,
      "raum": 56705493.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 35,
      "fewer_than_5": false,
      "raum": 84378900.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 739361.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 609359.0
    }
  ],
  "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/290104",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}