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Rogers Institutional Advisory Corp. (Fort Worth)


Rogers Institutional Advisory Corp. is a large advisory firm based in Fort Worth. It manages $147.65 million of regulatory assets for 386 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

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Rogers Institutional Advisory Corp provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rogers Institutional Advisory Corp: assets under management

The assets under management (AUM) of Rogers Institutional Advisory Corp. is $147.65 million. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $56.3 million in discretionary accounts and $91.35 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $225.19 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $671.71 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Rogers Institutional Advisory Corp. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fort Worth

The principal office where Rogers Institutional Advisory Corp. performs its advisory services is located at 1330 Summit Avenue, Fort Worth, TX 76102, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 817-334-0351 or by fax 817-334-0387. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at rogersco.com.


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