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RPG INVESTMENT ADVISORY, LLC

PLEASANTON, CA · CRD 172173 · IAPD ↗ · rpgadvisory.com · (925) 384-0071

$1.04BRegulatory AUM
2Advisory reps
9Employees
0Clients
51-100Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
February 2026 — RPG INVESTMENT ADVISORY, LLC crossed $1B in regulatory AUM ($858.5M -> $1.04B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
December 2025 — RPG INVESTMENT ADVISORY, LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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