{
  "crd_number": 143266,
  "slug": "the-viable-group-inc-san-antonio-tx-143266",
  "primary_business_name": "THE VIABLE GROUP, INC.",
  "legal_name": "THE VIABLE GROUP, INC.",
  "dbas": [],
  "city": "San Antonio",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "41700",
  "metro": {
    "cbsa_code": "41700",
    "common_name": "San Antonio",
    "msa_name": "San Antonio-New Braunfels, TX",
    "path": "/advisors/tx/san-antonio"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2007-05-31",
  "years_registered": 19,
  "period": "2026-10-01",
  "filing_date": "2026-04-27",
  "carried_forward": false,
  "raum_total": 60000000.0,
  "raum_discretionary": 60000000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 6,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 50000000.0,
      "count": 300
    },
    "high_net_worth_individuals": {
      "raum": 10000000.0,
      "count": 5
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://thefinancialhq.com/whatismycolorofmoney.com",
    "https://theviablegroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/143266",
  "disclosure_items": [
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "SAN ANTONIO",
  "url": "https://advisorcensus.com/firm/the-viable-group-inc-san-antonio-tx-143266",
  "display_name": "The Viable Group, Inc.",
  "summary": "The Viable Group, Inc. is a state-registered investment advisory firm in San Antonio, TX, registered since 2007, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 27, 2026.",
  "citation": "AdvisorCensus. The Viable Group, Inc. (CRD 143266): 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",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is The Viable Group, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), The Viable Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is The Viable Group, Inc. located?",
      "a": "The Viable Group, Inc.'s principal office is in San Antonio, TX, according to its Form ADV."
    },
    {
      "q": "Is The Viable Group, Inc. registered with the SEC or a state?",
      "a": "The Viable Group, Inc. is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 143266."
    },
    {
      "q": "How much does The Viable Group, Inc. manage?",
      "a": "The Viable Group, Inc. reports $60,000,000 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does The Viable Group, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (300); high net worth individuals (5)."
    },
    {
      "q": "Does The Viable Group, Inc. report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/143266"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/the-viable-group-inc-san-antonio-tx-143266.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 300,
      "fewer_than_5": false,
      "raum": 50000000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 5,
      "fewer_than_5": false,
      "raum": 10000000.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "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/143266",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}