RFG ADVISORY, LLC

RIASEC RegisteredEst. 2014

Total AUM

$6.8B

Discretionary

$6.8B

100% of AUM

Avg account

$269K

Accounts

25,346

Employees

311

Advisory reps

175

Firm details

Headquarters: VESTAVIA, Alabama
CRD number: 158401
Registered since: February 6, 2014
Website: rfgadvisory.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI38.72%
Investment Companies30.93%
Individuals28.61%
Corporations / Businesses1.39%
Pension & Profit Sharing Plans0.13%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

RFG Advisory, LLC is an independent registered investment adviser that has been SEC-registered since 2014 and operates as a limited liability company. The firm services both individual and family clients as well as institutional investors, and functions as a capital allocator that outsources to third-party managers. Its advisory remit includes financial planning, portfolio management for individuals, small businesses and investment companies, pension consulting and selection of other advisers, along with educational workshops. RFG also operates as an insurance broker and identifies as an active ESG investor. The firm uses a mix of fee approaches — percentage of assets under management, hourly and fixed-fee arrangements — reflecting a willingness to tailor billing to client needs. RFG has been recognized in industry lists, appearing in Financial Times’ Top 300 RIA Firms (2020) and on Forbes’ RIA rankings in 2022, 2023 and 2024.