The Ameriflex Group

Registered investment adviser · Las Vegas, NV · CRD #305585

Form ADV data as of 2026-09-01

Regulatory assets

$9.66 billion

Total accounts

30,843

Employees

201

Disclosure events

Firm details

Website: https://ameriflex.com/
Telephone: (702) 987-9730
SEC file number: 801-117784
Most recent Form ADV filing: 2026-08-04
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$8.02 billion
Non-discretionary regulatory assets under management	$1.64 billion
Total regulatory assets under management	$9.66 billion
Discretionary accounts	27,440
Non-discretionary accounts	3,403
Total accounts	30,843
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	201
Employees performing investment advisory functions (including research)	181
Employees who are registered representatives of a broker-dealer	181
Employees registered as investment adviser representatives with a state	181
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	166
Firms or persons who solicit advisory clients on the firm's behalf	1

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerInsurance company or agency

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Receives soft dollar benefits
Receives compensation from others for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	13,495	$3.68 billion
High net worth individuals	2,229	$4.97 billion
Pension and profit sharing plans (not the participants or government plans)	357	$803.4 million
Charitable organizations	41	$99.7 million
Corporations or other businesses not listed above	81	$110.2 million