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| RFG Advisory LLC
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|
|---|---|
| CRD # | 158401 |
| SEC # | 801-79153 |
| CIK # | 0001633387 |
| AUM | $6.8 B (2026-06-16) |
| Employees | 311 (52% Investors, 26% Brokers) |
| Phone | 205-397-2450 |
| Address | 1400 Urban Center Drive Vestavia Hills, AL 35242-2245 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Service Corporation International | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12,862 | 1.9 |
| (b) Individuals (high net worth individuals) | 1,506 | 2.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 9 | 2.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 28 | 0.0 |
| (h) Charitable organizations | 14 | 0.0 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 112 | 0.1 |
| (n) Other | 7 | 0.0 |
| Total | 25,346 | 6.8 |
| By Discretionary | ||
| Discretionary | 25,346 | 6.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 25,346 | 6.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.8 | |
| Total | 25,346 | 6.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001633387] |
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