SEC Form ADV

RFG WEALTH ADVISORY

Firm profile: RFG Wealth Advisory — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserTX
$476.7M
Assets Under Management
1,345
Total Clients
9
Employees
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Registration Details

Accession
CRD-173862
Location
ARGYLE, TX
Filing Date
May 11, 2026
AUM
$476.7M
Total Clients
1,345
Institutional Clients
2
Employees
9
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable OrganizationsCorporations

About this Adviser

RFG WEALTH ADVISORY is a registered investment adviser headquartered in ARGYLE, TX, managing approximately $476.7M in assets across 1,345 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.