Rfg Wealth Advisory is an SEC registered investment adviser organized as a corporation with a primary office location in Argyle, TX. Its latest Form ADV filing, dated February 27, 2026, reports $477M in regulatory assets under management, 9 employees, and 1,345 accounts.
Assets Under Management
$477M
Employees
9
Offices
--
Total Clients
446
Primary office
ARGYLE, TX
130 OLD TOWN BLVD. SOUTH, SUITE 100, ARGYLE, TX, United States
Top client segmentIndividuals represent 59.6% of total clients.
Top client categories% of clientsClients
1
Individuals
59.6%
266
2
HNWI
33.0%
147
3
Corporations
7.0%
31
4
Charitable
0.4%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$477Mas of February 27, 2026
Discretionary100.0%
$477M
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$477M
Total Accounts1,345
10Y AUM Change+$354M (+287.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee50:1
10Y Employee Change+4 (+80.0%)
* 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.