# Wealth Advisors Group

> 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.

- CRD: 122050
- Filed as: WEALTH ADVISORS GROUP
- Legal name: Security Financial Services, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Wayne, IN
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/122050
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-advisors-group-fort-wayne-in-122050

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,342,010,836
- Discretionary: $1,315,986,001
- Non-discretionary: $26,024,835

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 730 | $293,538,325 |
| High net worth individuals | 283 | $766,524,230 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 20 | $6,828,463 |
| Charitable organizations | 9 | $226,593,829 |
| Corporations or other businesses not listed above | 15 | $48,525,989 |

### 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)

### Firm details
- Registered since: 2009 (17 years)
- Employees: 16 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, FL, IL, IN, MI, NC, OH, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealthag.com
- Facebook @WEALTHAG
- LinkedIn @9304417
- X @WEALTHAG

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $660,226,022 | 10 | August 4, 2021 |
| October 2022 | $784,785,994 | 11 | August 5, 2022 |
| October 2023 | $934,063,627 | 11 | March 27, 2023 |
| October 2024 | $995,850,684 | 13 | April 18, 2024 |
| October 2025 | $1,127,499,798 | 14 | March 20, 2025 |
| October 2026 | $1,342,010,836 | 16 | March 24, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Advisors Group (CRD 122050): Form ADV filing data as of October 2026.