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| Happy Holidays!! thanks for using AUM13F!! |
| RFG Advisory LLC
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| CRD # | 158401 |
| SEC # | 801-79153 |
| CIK # | 0001633387 |
| AUM | $4.9 B (2025-06-30) |
| Employees | 277 (49% Investors, 19% Brokers) |
| Phone | 205-397-2450 |
| Address | 1400 Urban Center Drive Vestavia Hills, AL 35242-2245 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001633387 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11,656 | 2.5 |
| (b) Individuals (high net worth individuals) | 980 | 2.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 0.0 |
| (h) Charitable organizations | 8 | 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 | 89 | 0.1 |
| (n) Other | 6 | 0.0 |
| Total | 21,585 | 4.9 |
| By Discretionary | ||
| Discretionary | 21,585 | 4.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 21,585 | 4.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.9 | |
| Total | 21,585 | 4.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001633387] |
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