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RFG ADVISORY, LLC

CRD 158401 · SEC 801-79153

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1400 URBAN CENTER DRIVE, SUITE 475, VESTAVIA HILLS, AL, 35242-2245, United States

Phone

205-397-2450

Fax

205-968-6089

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$6.81B

Discretionary AUM

$6.81B

Team

311 total employees; 162 advisory reps; 12 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (investment companies)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals12862$1.95B
High net worth individuals1506$2.64B
Investment companies9$2.11B
Pension/profit sharing plans28$9.2M
Charitable organizations14$5.6M
State/municipal entities1$4.9M
Corporations/business entities112$95.0M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD