Gage Clay Ross

Employer firm

Ross Wealth Group, LLC CRD 331750

$19.1M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2020 → 12/2021
  Changepath, Llc
  Leawood, KS
• 02/2017 → Present
  Russ Ross Consultants, Llc Dba Ross Wealth Group
  Arlington, TX
• 08/2015 → 12/2019
  Texas Christian University
  Fort Worth, TX
• 12/2021 → 01/2024
  Ae Wealth Management, Llc
  Topeka, KS
• 07/2025 → Present
  Coppell Advisory Solutions Llc
  Coppell, TX
• 07/2025 → Present
  Ross Wealth Group, Llc
  Arlington, TX

Previous Registrations

• 2025-07-25 → 2025-12-22
  Coppell Advisory Solutions Llc
  Dallas, TX
  Arlington, TX
• 2021-12-09 → 2024-01-08
  Ae Wealth Management, Llc
  Arlington, TX
• 2020-09-14 → 2021-12-01
  Creativeone Wealth, Llc
  Overland Park, KS
  Arlington, TX

Other Businesses

1.) RUSS ROSS CONSULTANTS LLC DBA ROSS WEALTH GROUP; YES INVESTMENT RELATED; 1325 W RANDOL MILL RD. STE. 100 ARLINGTON, TX 76012; INSURANCE SALES; FINANCIAL ADVISOR/CHIEF OPERATIONS OFFICER; START DATE 02/2017; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2. DJ Services - Sole proprietorship - DJing clubs and private parties in the DFW area 3. ROSS WATCHES LLC POSITION: Founder NATURE: This business will design, manufacture, and sell fine timepieces. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 12/06/2022 ADDRESS: 2828 Woodside St, 4114, Dallas TX 75204, United States DESCRIPTION: I am the founder, designer, and spokesperson for the brand. 4. Coppell Advisory Solutions LLC; Investment Related; At reported business location; RIA; investment adviser representative; 07/2025; 160 hours/month, 160 hours/month during securities trading hours; service advisory clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-26

Other Names

• Gage Ross