Rbg Wealth Advisors LLC
● SEC registered since 2024CRD 319486SEC# 801-131678Memphis, TN
Reg. AUM
$154.8M
Employees
4
Accounts
329
Location
Memphis, TN
Rbg Wealth Advisors LLC assets under management
Rbg Wealth Advisors LLC operates as an SEC-registered investment adviser based in Memphis, TN. The firm has been registered since 2024. It reports $154.8 million in regulatory assets under management and employs 4 people.
Rbg Wealth Advisors LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory O'Neal Davis Control | Chief Executive Officer And Chief Compliance Officer | 10-25% | 2022 |
| Rbg Spe, LLC Control | Member | 50-75% | 2022 |
| Timothy Wayne Ellis Control | Chief Investment Officer | 10-25% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Rbg Wealth Advisors LLC manage?
Rbg Wealth Advisors LLC reports $154.8 million in regulatory assets under management on its Form ADV.
How many employees does Rbg Wealth Advisors LLC have?
Rbg Wealth Advisors LLC reports 4 employees.
Where is Rbg Wealth Advisors LLC located?
Rbg Wealth Advisors LLC is based in Memphis, TN and has been SEC-registered since 2024.
Does Rbg Wealth Advisors LLC disclose fund performance?
Rbg Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5100 Wheelis Dr, Suite 211, Memphis, TN 38117 |
| Phone | 901-244-2980 |
| Fax | N/A |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$154.8M▲ 47%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$154.8Mregulatory AUM
Discretionary $146.6MNon-discretionary $8.2M