The Viable Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Viable Group, Inc. provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and charitable organizations, serving both non‑high‑net‑worth and high‑net‑worth clients. The firm is fee‑based and offers services such as cash‑flow and tax planning, retirement and estate planning, and ongoing portfolio management while not acting as a custodian for client assets.
Portfolios are managed on a discretionary basis under written investment agreements and investment policy statements, with investment decisions informed by fundamental, technical, and cyclical analysis and subject to periodic (at least quarterly) review. The firm also offers standalone financial planning on a fixed‑fee or hourly basis and at times refers clients to third‑party money managers for portfolio implementation.
The firm has recently reported material changes to its Form ADV, including updated assets‑under‑management calculations and an updated fee schedule associated with a third‑party manager, and discloses referral and incentive arrangements with external managers that result in fee sharing. These relationships and potential conflicts are disclosed in the brochure and are described as being managed through client consent, periodic disclosures, and the firm’s stated fiduciary procedures.
Client services
Expertise
Fee options
Fixed fees for financial planning services, negotiable up to $2,500
$0 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.75% annually
$200 per hour for financial planning services
Fee-only: Fixed fees up to $2,500; Hourly fees at $200/hour based on complexity and client needs
Main office
See office8700 Crownhill Blvd, Suite 303
San Antonio TX 78209
Advisors at this office
1
Offices (2)
Most active in
Texas
Also doing business as
The Viable Group, Inc. · Viable Alternatives, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Mark G
Series 65
Lubbock, TX
The Viable Group, Inc.
Mark Groom is a Series 65-licensed financial advisor with 10 years of industry experience. He is currently with The Viable Group, Inc. and has prior experience at M&M Wealth Management LLC dba Lonestar Wealth Management, Lonestar Registered Investment Advisors, LLC, and his own firm, Groom Financial Services. In addition to advisory work, he is an insurance agent involved in insurance sales. The Viable Group, Inc. provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and charitable organizations. The firm serves both non‑high‑net‑worth and high‑net‑worth clients, offering services including cash-flow and tax planning, retirement and estate planning, and ongoing portfolio management based on fundamental, technical, and cyclical analysis.
Timothy B
Series 63, Series 65
San Antonio, TX
The Viable Group, Inc.
Timothy Brown is a financial advisor with The Viable Group, Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with The Viable Group since 2007 and also has involvement in Viable Strategies, Inc., where he acts as an insurance agent for fixed annuities, life insurance, and long-term care. The Viable Group, Inc. provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and charitable organizations, serving both non-high-net-worth and high-net-worth clients. The firm’s investment approach includes fundamental, technical, and cyclical analysis with ongoing portfolio review.
Daniel W
Series 65
Lubbock, TX
The Viable Group, Inc.
Daniel Wheeler is a financial advisor at The Viable Group, Inc. in Lubbock, TX, holding a Series 65 credential with one year of industry experience. Prior to joining The Viable Group, he was affiliated with JRBT and has also been involved with Lonestar Registered Investment Advisors, LLC and Lonestar Wealth Management, where he provides insurance services as an agent. The Viable Group, Inc. offers personalized financial planning and discretionary investment management to individuals, trusts, estates, and charitable organizations. The firm manages portfolios based on written investment agreements and policy statements, employing a combination of fundamental, technical, and cyclical analysis.
Levi B
Series 63, Series 65
Lubbock, TX
The Viable Group, Inc.
Levi Blackmon is a financial advisor at The Viable Group, Inc. in Lubbock, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His prior work includes roles at New York Life Insurance Co and NYLIFE Securities LLC. He is also active with Lonestar Wealth Management as an insurance agent. The Viable Group, Inc. offers personalized financial planning and discretionary investment management to individuals, trusts, estates, and charitable organizations. The firm serves a broad client base and employs a disciplined investment process guided by fundamental, technical, and cyclical analysis.
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