The Viable Group, Inc.
Firm details
- Headquarters
- San Antonio, Texas
- CRD number
- 143266
- Website
- www.theviablegroup.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals83.33%
- HNWI16.67%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
The Viable Group, Inc. is an independent, Texas-based advisory corporation that serves individual and family clients. The firm operates as a capital allocator, directing client capital among in-house and third-party managers, and offers a mix of financial planning, portfolio management for individuals and small businesses, pension consulting, and manager selection services. Ownership is held privately by an individual, and the firm’s billing includes percentage-of-AUM fees alongside hourly, fixed-fee, and other arrangements. The Viable Group does not position itself as an ESG-focused investor and currently limits its adviser activity to Texas rather than operating as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- Cash & Cash Equivalents8%
- Exchange Traded Equities5%
- US Government Bonds2%
- State & Local Bonds2%
Contacts
3 of 5
Mark Groom
Investment Advisor RepresentativeCRD 6696103

Timothy Brown
President & OwnerCRD 873782

Michael Byers
PresidentCRD 5383809
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Antonio, TX
Bexar
Location
San Antonio, TX
Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- Bexar
- Address
- 8700 Crownhill Blvd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Gagni Wealth Management LLC
RIASan Antonio, TX
Stone Wall Financial
RIASan Antonio, TX
Kapela
RIASan Antonio, TX
Kraus Capital Management, LLC
RIASan Antonio, TX
Southwestern Money Management LLC
RIASan Antonio, TX
Mark Muecke Capital Management, LLC
RIASan Antonio, TX