RFG Wealth Advisory
Firm details
- Headquarters
- Lantana, Texas
- CRD number
- 173862
- Registered since
- March 26, 2018
- Website
- rfgwealthadvisory.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI82.81%
- Individuals13.34%
- Corporations / Businesses3.66%
- Charitable Organizations0.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
RFG Wealth Advisory is an independent registered investment adviser formed before 2018 (SEC-registered in 2018) and structured as a corporation owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management services for individuals, small businesses, and business/institutional accounts. Its fee model mixes asset-based fees and fixed fees. The firm does not identify as an active ESG investor and is not listed as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Public Funds/Mutual Funds8%
- State & Local Bonds1%
Contacts
3 of 8
Michael Lemich
Financial PlannerCRD 6218975
Emilio Gonzalez
Financial Advisor, Financial PlannerCRD 6252559
Ryan Schroer
PresidentCRD 8050469
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$454M in ETFs
90%
$410M
10%
$44M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $129M | 188,391 | 28.52% |
Location
Lantana, TX
Denton
Location
Lantana, TX
Headquartered in Lantana, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Denton
- Address
- 130 Old Town Blvd S
- Time zone
- CT (UTC-6)
- Office locations
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