# The Viable Group, Inc.

> 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.

- CRD: 143266
- Filed as: THE VIABLE GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Antonio, TX
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/143266
- AdvisorCensus page: https://advisorcensus.com/firm/the-viable-group-inc-san-antonio-tx-143266

## Quick answers

**How is The Viable Group, Inc. compensated?**
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.

**Where is The Viable Group, Inc. located?**
The Viable Group, Inc.'s principal office is in San Antonio, TX, according to its Form ADV.

**Is The Viable Group, Inc. registered with the SEC or a state?**
The Viable Group, Inc. is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 143266.

**How much does The Viable Group, Inc. manage?**
The Viable Group, Inc. reports $60,000,000 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (100% discretionary).

**What types of clients does The Viable Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (300); high net worth individuals (5).

**Does The Viable Group, Inc. report any disciplinary disclosures?**
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

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $60,000,000
- Discretionary: $60,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 300 | $50,000,000 |
| High net worth individuals | 5 | $10,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2007 (19 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): 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?
- 11.E(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/143266

### Websites listed on Form ADV (Item 1.I)
- thefinancialhq.com/whatismycolorofmoney.com
- theviablegroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Viable Group, Inc. (CRD 143266): Form ADV filing data as of October 2026.