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994 GROUP

AUSTIN, TX · CRD 289923 · IAPD ↗ · 994group.com · (512) 853-9597

$244.7MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2026 — 994 GROUP reported RAUM up 31% ($186.8M -> $244.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2025 — 994 GROUP reported RAUM up 31% ($142.4M -> $186.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
March 2024 — 994 GROUP notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2024 — 994 GROUP reported RAUM up 33% ($107.2M -> $142.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.