ARS Wealth Advisors Group provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, tax planning, and tax preparation. Financial planning was provided to 51–100 clients last fiscal year.
ARS Wealth Advisors Group reports 1,071 clients. They include 585 individual clients, 459 high-net-worth individuals, and 26 corporations and other businesses. Of its assets, 100.0% ($1.64B across 2,750 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 55% | 13% |
| High-net-worth individuals | 43% | 83% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 2% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 585 | $212M | 12.9% | $363K |
| High-net-worth individuals | 459 | $1.36B | 82.7% | $2.96M |
| Charitable organizations | 1 | $692K | 0.0% | $692K |
| Corporations and other businesses | 26 | $71M | 4.3% | $2.73M |
| Total | 1,071 | $1.64B | 100% | $1.53M |
- Clients
- 585
- Regulatory AUM
- $212M
- AUM share
- 12.9%
- Avg. per client
- $363K
- Clients
- 459
- Regulatory AUM
- $1.36B
- AUM share
- 82.7%
- Avg. per client
- $2.96M
- Clients
- 1
- Regulatory AUM
- $692K
- AUM share
- 0.0%
- Avg. per client
- $692K
- Clients
- 26
- Regulatory AUM
- $71M
- AUM share
- 4.3%
- Avg. per client
- $2.73M
Total
- Clients
- 1,071
- Regulatory AUM
- $1.64B
- AUM share
- 100%
- Avg. per client
- $1.53M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
ARS Wealth Advisors Group charges 0.50%–1.00% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $5,000 annual minimum. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 1.00% |
| $2M–$5M | 0.75% |
| $5M and above | 0.50% |
Fee details and sources
Other fees
- Estate Planning
- Estate plan creation or updates are billed separately from portfolio management fees, at a fee that depends on complexity and scope, and may be waived at ARS Wealth's discretion.
- Tax Preparation and Consulting
- Tax return preparation and consulting are billed separately at a fee that depends on complexity and scope, billed on completion or deducted from the account if authorized.
Focus Operating, LLC owns 75% or more of ARS Wealth Advisors Group and is in turn owned by Focus Financial Partners, LLC (75% or more). It has 24 employees, 16 of them in advisory roles.
Leadership
- Anthony AndersonManaging Partner, SR. Wealth Advisor
- Michael MurrayCEO
- Andrew SwensonCCO
Investment adviser representatives
16 representatives listed in the SEC register as of 9 October 2026.
- Anthony Allen Anderson
- Benjamin C DeMichael
- Richard Jay Heiman
- Christopher James Hill
- Michael Lawrence Hinson
- Caroline Jennings Holloway
- Samuel Norris Holloway JR
- Cooper John King
- Sean Marrozos
- Jessica Michelle Marshall
- Michael William Murray
- Adrian J. Neutz
- Ryan Paul O'Leary
- Andrew James Swenson
- Gilbert Kurtis Ulrich
- Jonathon Edward Visscher
Staff
- 24 employees
- 16 in advisory functions
- 15 state-registered reps
- 1 soliciting firm
- Owns 75% or more of Ars Wealth Advisors Group, LLC
Focus Operating, LLC
Control person · since May 2021
- Owns 75% or more of Focus Operating, LLC
Focus Financial Partners, LLC
Control person · since January 2007
- Owns 75% or more of Ars Wealth Advisors Group, LLC
Ferdinand FFP Acquisition, LLC
Control person · since August 2023
- Owns 75% or more of Ferdinand FFP Acquisition, LLC
Ferdinand FFP Intermediate Holdings, LLC
Control person · since August 2023
- Owns 75% or more of Ferdinand FFP Intermediate Holdings, LLC
Ferdinand FFP Parent, Inc.
Control person · since August 2023
- Owns 75% or more of Ars Wealth Advisors Group, LLC
Ferdinand FFP Ultimate Holdings, LP
Control person · since August 2023
- Owns 50% to 75% of Ferdinand FFP Ultimate Holdings, LP
CD&R Ferdinand Holdings, L.P.
Control person · since August 2023
- Owns 50% to 75% of CD&R Ferdinand Holdings, L.P.
Clayton, Dubilier & Rice Fund Xii, L.P.
Control person · since August 2023
- Owns 25% to 50% of CD&R Ferdinand Holdings, L.P.
CD&R Ferdinand Co-Investor, L.P.
Control person · since August 2023
ARS Wealth Advisors Group’s regulatory assets grew 2.2× from $761M (July 2021) to $1.64B (March 2026); clients rose from 597 to 1,071 and employees from 12 to 24. In 2022, Holloway Wealth Management ($375M in its last filing) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.64B | 1,071 | 24 | 5 |
| March 2025 | $1.47B | 1,058 | 21 | 4 |
| March 2024 | $1.27B | 985 | 24 | 2 |
| April 2023 | $1.09B | 931 | 24 | 2 |
| July 2022 | $1.2B | 1,014 | 18 | 2 |
| July 2021 | $761M | 597 | 12 | 1 |
Firms that joined
20221 joined
- Holloway Wealth ManagementLast filed AUM $375M
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, ARS Wealth Advisors Group has 4 offices (2 private residences, listed without an address), with 3 listed addresses in Florida and South Carolina.
Florida · 2 listed addresses
- 111 Second Avenue Ne, Suite 900, St. PetersburgHQ
- 5225 SW 91st Terrace, Gainesville
South Carolina · 1 listed address
- 218 W Killarney LK, Moore
Contact and registration details
- Legal name
- Ars Wealth Advisors Group, LLC
- Headquarters
- 111 Second Avenue Ne, Suite 900, St. Petersburg, FL 33701
- Website
- arswealth.com
- Phone
- 727-322-7681
- @ars-wealth-advisors
- SEC file
- 801-121501
- Founded
- 1997
- Structure
- Delaware LLC
- Fiscal year end
- December
ARS Wealth Advisors Group uses Charles Schwab ($1.46B) as custodian for its separately managed accounts. ARS Wealth Advisors Group has custody of $958M in client assets for 1,380 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.46B100%
At year end, ARS Wealth Advisors Group’s separately managed accounts were mostly in stocks (74%) and bonds (17%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.28B across 220 positions; the largest are T Rowe Price Exchange-traded (13.9%), SPDR Series Trust (7.2%) and Broadcom Inc. (4.1%).
What the accounts hold
- Stocks74%
- Bonds17%
- U.S. government and agency bonds16%
- State and local bonds1%
- Cash9%
- Other1%
- Annuities1%
Reported 13F holdings
- $1.28B
- Reported 13F value
- 220
- Positions
- 47.3%
- In the 10 largest
- +7.9%
- Value vs. prior quarter
- T Rowe Price Exchange-traded · Ultra Shrt Trm13.9%
- SPDR Series Trust · ST Str PR Sp15007.2%
- Broadcom Inc.4.1%
- Apple Inc.4.1%
- Select Sector SPDR TR · ST Str Techn ETF3.5%
- Alphabet Inc. · Cap Stk CL C3.3%
- Amazon Com Inc.3.1%
- JPMORGAN Chase & CO2.8%
- iShares TR · MSCI USA Qlt Fct2.7%
- iShares TR · MSCI USA Min ETF2.7%
Together, the ten largest are 47.3% of reported value.
How many clients does ARS Wealth Advisors Group have?
ARS Wealth Advisors Group has 1,071 clients and manages $1.64 billion for them, as of March 2026. They include 585 individual clients, 459 high-net-worth individuals, and 26 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does ARS Wealth Advisors Group offer?
ARS Wealth Advisors Group provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does ARS Wealth Advisors Group charge?
ARS Wealth Advisors Group charges 0.50%–1.00% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $5,000 annual minimum.
Source: ARS WEALTH ADVISORS GROUP, LLC PART 2A BROCHURE, filed 26 March 2026
Which custodians does ARS Wealth Advisors Group use?
ARS Wealth Advisors Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.46B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026
How many financial advisors does ARS Wealth Advisors Group have?
ARS Wealth Advisors Group has 15 investment adviser representatives registered with state securities authorities, out of 24 employees, and 16 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does ARS Wealth Advisors Group invest in?
At the end of its last fiscal year, ARS Wealth Advisors Group’s separately managed accounts held 74% exchange-traded equities, 16% U.S. government and agency bonds, 9% cash and equivalents, 1% state and local bonds and 1% other. The 1% other category is described as: Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns ARS Wealth Advisors Group?
ARS Wealth Advisors Group is owned through a chain of holding companies by Focus Financial Partners, LLC, Ferdinand FFP Parent, Inc., CD&R Ferdinand Co-Investor, L.P. and Clayton, Dubilier & Rice Fund Xii, L.P. Its direct owners are Focus Operating, LLC (75% or more), Ferdinand FFP Acquisition, LLC (75% or more) and Ferdinand FFP Ultimate Holdings, LP (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does ARS Wealth Advisors Group get paid?
ARS Wealth Advisors Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is ARS Wealth Advisors Group registered with the SEC?
Yes, ARS Wealth Advisors Group has been registered with the SEC as an investment adviser since 22 June 2021. Its CRD number is 314882 and its SEC file number is 801-121501.
Source: Form ADV Part 1A, Item 1, filed 26 March 2026; IAPD firm record
How do I contact ARS Wealth Advisors Group?
ARS Wealth Advisors Group’s main office is at 111 Second Avenue Ne, Suite 900, St. Petersburg, FL 33701. Its phone number is 727-322-7681. Its website is arswealth.com.