Rfg Advisory, LLC

Registered investment advisor · Vestavia Hills, Alabama · CRD #158401

Assets Under Management

$6.8B

Client Accounts

25,346

Employees

311

CRD Number

158401

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Rfg Advisory, LLC

RFG Advisory is a fully integrated Registered Investment Adviser (RIA) platform based in Vestavia Hills, Alabama. Founded in 2003, the company focuses on empowering independent financial advisors by providing comprehensive support in operations, technology, investment management, marketing, compliance, and business growth. This allows advisors to concentrate on building client relationships and enhancing enterprise value. With a service-first approach, RFG Advisory has grown significantly, mana

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Rfg Advisory, LLC

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Frequently Asked Questions

What is Rfg Advisory, LLC's AUM?

Rfg Advisory, LLC reports approximately $6.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Rfg Advisory, LLC headquartered?

Rfg Advisory, LLC is headquartered in Vestavia Hills, Alabama.

What is Rfg Advisory, LLC's CRD number?

Rfg Advisory, LLC's CRD number is 158401. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.