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RFG WEALTH ADVISORY

ARGYLE, TX · CRD 173862 · IAPD ↗ · rfgwealthadvisory.com · 940-464-4104

$476.7MRegulatory AUM
4Advisory reps
9Employees
0Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — RFG WEALTH ADVISORY reported RAUM up 28% ($371.3M -> $476.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
March 2025 — RFG WEALTH ADVISORY reported RAUM up 36% ($273.1M -> $371.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2024 — RFG WEALTH ADVISORY reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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