# ROGERS WEALTH GROUP, INC.

ROGERS WEALTH GROUP, INC. of FORT WORTH, TX is an SEC-registered investment adviser.

## Registration

- CRD: 107409
- Type: SEC-registered investment adviser
- SEC file number: 801-51602
- Location: 1330 SUMMIT AVENUE, FORT WORTH, TX, 76102
- Phone: 817-334-0351
- Latest filing: 2026-03-17
- Regulatory AUM: $1.0B
- Discretionary AUM: $1.0B
- Non-discretionary AUM: $26.6M
- Clients: 21
- Accounts: 876

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Craig Coburn Rogers | PRESIDENT & CHIEF EXECUTIVE OFFICER | — |
| Dale Craig Rogers | CHAIRMAN | — |
| Matthew Phillip Lankford | SENIOR VICE PRESIDENT & CHIEF INVESTMENT OFFICER | — |
| Brian Joseph Mueller | CHIEF COMPLIANCE OFFICER | — |
| ROGERS DALE CRAIG | CEO; CHAIRMAN; CHIEF EXECUTIVE OFFICER (+1 more) | — |
| HARRELL WILLIAM WALKER | SENIOR VICE PRESIDENT | — |
| RUSH JAMES WILLIAMSON | SENIOR VICE PRESIDENT | — |
| ROGERS CRAIG COBURN | EXECUTIVE VICE PRESIDENT; PRESIDENT; PRESIDENT & CHIEF EXECUTIVE OFFICER (+1 more) | — |
| FRAZIER EMILY ALICE | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER | — |
| MCLAIN LOUIS RAYMOND | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT & CHIEF INVESTMENT OFFICER | — |
| GOODGION HAROLD WAYNE | CHIEF FINANCIAL OFFICER | — |
| LANKFORD MATTHEW PHILLIP | SENIOR VICE PRESIDENT & CHIEF INVESTMENT OFFICER; VICE PRESIDENT & CHIEF INVESTMENT OFFICER | — |
| WILKINSON RICHARD DALE | SENIOR VICE PRESIDENT | — |
| MUELLER BRIAN JOSEPH | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107409/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107409/similar
- Related entities: https://search.stillhousedata.com/firm/107409/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107409

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.