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RFG ADVISORY, LLC

VESTAVIA HILLS, AL · CRD 158401 · IAPD ↗ · 205-397-2450

$7.97BRegulatory AUM
178Advisory reps
360Employees
12Clients
251-500Planning clients
0Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
August 2026 — RFG ADVISORY, LLC grew from 162 to 178 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2026 — RFG ADVISORY, LLC added office(s): 61 -> 71 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2026 — RFG ADVISORY, LLC grew from 135 to 162 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — RFG ADVISORY, LLC added office(s): 46 -> 61 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2025 — RFG ADVISORY, LLC reported RAUM up 28% ($3.86B -> $4.94B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — RFG ADVISORY, LLC grew from 102 to 135 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
65
April 2024 — RFG ADVISORY, LLC reported RAUM up 29% ($3.00B -> $3.86B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
83
April 2024 — RFG ADVISORY, LLC grew from 89 to 102 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.