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THE VIABLE GROUP, INC.

CRD 143266

Visit website

8700 CROWNHILL BLVD, SUITE 303, SAN ANTONIO, TX, 78209, United States

Phone

210-824-1750

Fax

210-824-6195

Registration

— (—)

Source

State registered

Total AUM

$60.0M

Discretionary AUM

$60.0M

Team

6 total employees; 5 advisory reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES

Org form

Corporation

Filing date

2026-04-27

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersTHIRD PARTY MONEY MANAGEMENT

Client types

TypeClientsAUM
Individuals300$50.0M
High net worth individuals5$10.0M

All web addresses on file

Official SEC filing: View on IAPD