ROGERS FINANCIAL ADVISORY GROUP, LLC

ROGERS FINANCIAL ADVISORY GROUP, LLC of GREENVILLE, SC is an SEC-registered investment adviser (CRD 130223). Regulatory assets under management: $42.9M.

Registration

• CRD: 130223
• Type: Registered investment adviser
• Location: 7 BOYCE AVENUE, GREENVILLE, SC, 29601
• Phone: 864-250-1376
• Latest filing: 2026-03-10
• Regulatory AUM: $42.9M
• Discretionary AUM: $26.8M
• Non-discretionary AUM: $16.1M
• Clients: 3
• Accounts: 187

Business model

Compensation: % of AUM, Hourly, Subscription.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 130223 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search