The Viable Group, Inc.

RIAState Registered
Total AUM
$60M
Discretionary
$60M
100% of AUM
Avg account
$197K
Accounts
305
Employees
6
Advisory reps
5

Firm details

Headquarters
San Antonio, Texas
CRD number
143266
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 81%, Cash & Cash Equivalents 8%, Exchange Traded Equities 5%, US Government Bonds 2%, State & Local Bonds 2%, Investment Grade Corp Bonds 2%81%
  • Public Funds/Mutual Funds81%
  • Cash & Cash Equivalents8%
  • Exchange Traded Equities5%
  • US Government Bonds2%
  • State & Local Bonds2%

Contacts

3 of 5
  • Mark Groom

    Mark Groom

    Investment Advisor RepresentativeCRD 6696103

  • Timothy Brown

    Timothy Brown

    President & OwnerCRD 873782

  • Michael Byers

    Michael Byers

    PresidentCRD 5383809

Unlock 2 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth