PLEASANTON, CACRD 172173Latest ADV January 27, 2026
Rpg Investment Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pleasanton, CA. Its latest Form ADV filing, dated January 27, 2026, reports $1.0B in regulatory assets under management, 9 employees, and 953 accounts.
Assets Under Management
$1.0B
Employees
9
Offices
--
Total Clients
953
Primary office
PLEASANTON, CA
6600 KOLL CENTER PKWY., #100, PLEASANTON, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
953
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of January 27, 2026
Discretionary100.0%
$1.0B
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$1.0B
Total Accounts953
10Y AUM Change+$580M (+124.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee106:1
10Y Employee Change0 (0.0%)
* 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.