AdvisorCensus / Financial advisors / Indiana / Fort Wayne / Wealth Advisors Group
Wealth Advisors Group
Filed as WEALTH ADVISORS GROUP · Legal name Security Financial Services, Inc.
Wealth Advisors Group is an SEC-registered investment advisory firm in Fort Wayne, IN, registered since 2009, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.
Quick answers
From the filingHow is Wealth Advisors Group compensated?
On its Form ADV (Item 5.E, October 2026), Wealth Advisors Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Wealth Advisors Group located?
Wealth Advisors Group's principal office is in Fort Wayne, IN, according to its Form ADV.
Is Wealth Advisors Group registered with the SEC or a state?
Wealth Advisors Group is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 122050.
How much does Wealth Advisors Group manage?
Wealth Advisors Group reports $1,342,010,836 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (98% discretionary).
How have Wealth Advisors Group's assets and staff changed since 2021?
In the Form ADV data for Wealth Advisors Group: Regulatory assets under management: $660,226,022 in the October 2021 data and $1,342,010,836 in the October 2026 data, up 103%. Total employees: 10 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Wealth Advisors Group serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (730); high net worth individuals (283); pension and profit sharing plans (but not the plan participants or government pension plans) (20).
Which custodians does Wealth Advisors Group use?
Wealth 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 Wealth 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/122050
Does Wealth Advisors Group state an account minimum?
Its Form ADV Part 2A brochure dated March 24, 2026 says: "The Adviser typically requires a minimum of $100,000 to establish a new advisory account; however, the minimum may be waived at the sole discretion of the Adviser."
What changed in Wealth Advisors Group's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $1,127,499,798 to $1,342,010,836 (+19%). Updated its list of owners and control persons (Schedule A).
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
- Fixed fees (other than subscription fees)
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 2AAccount minimum: $100,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The Adviser typically requires a minimum of $100,000 to establish a new advisory account; however, the minimum may be waived at the sole discretion of the Adviser.
As stated in the firm's Form ADV Part 2A brochure dated March 24, 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$1,342,010,836 as of October 2026, filing dated March 24, 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Security Financial Services, Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2009 (17 years)
- Employees
- Total: 16. Performing investment advisory functions: 6.
- 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
-
10 states or jurisdictions
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 | $1,342,010,836 | 16 | March 24, 2026 |
| October 2025 | $1,127,499,798 | 14 | March 20, 2025 |
| October 2024 | $995,850,684 | 13 | April 18, 2024 |
| October 2023 | $934,063,627 | 11 | March 27, 2023 |
| October 2022 | $784,785,994 | 11 | August 5, 2022 |
| October 2021 | $660,226,022 | 10 | August 4, 2021 |
Regulatory assets under management: $660,226,022 in the October 2021 data and $1,342,010,836 in the October 2026 data, up 103%.
Total employees: 10 in October 2021 and 16 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- April 2026
- Regulatory assets under management went from $1,127,499,798 to $1,342,010,836 (+19%).
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Registered or notice-filed in VA.
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. Wealth Advisors Group (CRD 122050): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/wealth-advisors-group-fort-wayne-in-122050