The Viable Group, Inc.

Overview

The Viable Group, Inc. is an independent, Texas-based RIA organized as a corporation and owned by an individual principal. The firm focuses on serving individual and family clients through a mix of financial planning and discretionary portfolio management for individuals and small businesses. Its advisory services also include pension consulting and the selection of outside managers. The firm bills using a combination of percentage-of-AUM, hourly, fixed-fee and other arrangements, and maintains an affiliation with an insurance company. The firm acts as a capital allocator, directing client capital across public and alternative markets rather than relying solely on in-house proprietary products. It is not a multi-state SEC-registered adviser; it operates under Texas state registration.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices