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
- HNWI74.94%
- Individuals21.29%
- Corporations / Businesses3.49%
- Charitable Organizations0.28%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
RFG Wealth Advisory is an independent, corporation-structured registered investment adviser that has been SEC-registered since 2018. The firm serves both individual/family and institutional clients, providing financial planning and portfolio management for individuals, small businesses, and businesses or institutions. Its fee model combines a percentage-of-assets-under-management component with fixed-fee arrangements. RFG does not position itself as a capital allocator and relies on external managers for alternative exposure. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds78%
- Exchange Traded Equities17%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 8
Michael Lemich
Financial PlannerCRD 6218975
Emilio Gonzalez
Financial Advisor, Financial PlannerCRD 6252559
Jessica Fairchild
Financial AdvisorCRD 6079627
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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