RFG ADVISORY, LLC

VESTAVIA HILLS, Alabama·10 registered advisors·CRD# 158401
SEC# 801-7915346205-397-2450
01

Firm Overview

AUM
$3.9B
Regulatory assets under management
Employees
195
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at RFG ADVISORY, LLC

10 registered advisors
Bobby Ray Trust White
VESTAVIA HILLS, Alabama
Brian Alan Ryals
VESTAVIA HILLS, Alabama
Frederick George Trust Wedell
VESTAVIA HILLS, Alabama
Frederick Lawrence Angst
BIRMINGHAM, Alabama
Hamilton Perkins Bouchelle Poynor
VESTAVIA HILLS, Alabama
Jon Benjamin Dixon
BIRMINGHAM, Alabama
Richard Henry Ohlrich
VESTAVIA HILLS, Alabama
Shannon Parrott Spotswood
VESTAVIA HILLS, Alabama
Victoria A Scoles
VESTAVIA HILLS, Alabama
Wesley Gray Fleming
BIRMINGHAM, Alabama
05

Office Locations

VESTAVIA HILLS, Alabama
7 advisors
BIRMINGHAM, Alabama
3 advisors

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Data sourced from SEC Form ADV filings. RFG ADVISORY, LLC (CRD# 158401) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.