Rfg Advisory, LLC
● SEC registered since 2014CRD 158401SEC# 801-79153Vestavia Hills, AL
Reg. AUM
$6.81B
Employees
311
Accounts
25,346
Location
Vestavia Hills, AL
Rfg Advisory, LLC assets under management
Rfg Advisory, LLC is an investment advisory firm registered with the SEC based in Vestavia Hills, AL. The firm has been registered since 2014. It reports $6.8 billion in regulatory assets under management and employs 311 people.
Rfg Advisory, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bobby Ray Trust White Control | Managing Member And Executive Chairman | 5-10% | 2011 |
| Douglas Scott Nelson Control | Cfo | Under 5% | 2025 |
| Edward Christy Swenson Control | President | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Rfg Advisory, LLC manage?
Rfg Advisory, LLC reports $6.8 billion in regulatory assets under management on its Form ADV.
How many employees does Rfg Advisory, LLC have?
Rfg Advisory, LLC reports 311 employees.
Where is Rfg Advisory, LLC located?
Rfg Advisory, LLC is based in Vestavia Hills, AL and has been SEC-registered since 2014.
Does Rfg Advisory, LLC disclose fund performance?
Rfg Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242-2245 |
| Phone | 205-397-2450 |
| Fax | 205-968-6089 |
| Office hours | By Appointment |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1633387 |
| Discloses disciplinary history | No |
Regulatory AUM
$6.81B▲ 77%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 11%
Larger than 89% of 16,271 advisers
EmployeesTop 3%
More than 97% of 16,825 advisers
Assets under management
$6.81Bregulatory AUM
Discretionary $6.81B