VESTAVIA HILLS, ALCRD 158401Latest ADV April 15, 2026
Rfg Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Vestavia Hills, AL. Its latest Form ADV filing, dated April 15, 2026, reports $6.8B in regulatory assets under management, 311 employees, 71 offices, and 25,346 accounts.
Assets Under Management
$6.8B
Employees
311
Offices
71 offices
Total Clients
14,539
Primary office
VESTAVIA HILLS, AL
1400 URBAN CENTER DRIVE, SUITE 475, VESTAVIA HILLS, AL, United States
Top client segmentIndividuals represent 88.5% of total clients.
Top client categories% of clientsClients
1
Individuals
88.5%
12,862
2
HNWI
10.4%
1,506
3
Corporations
0.8%
112
4
Pension Plans
0.2%
28
5
Charitable
0.1%
14
Additional categories (<0.1%)
Irrevocable Trusts/Estates7 clients
Government<5 clients
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.8Bas of April 15, 2026
Discretionary100.0%
$6.8B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$6.8B
Total Accounts25,346
10Y AUM Change+$6.2B (+1020.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees311
Clients per Employee47:1
10Y Employee Change+273 (+718.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.