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| RGT Wealth Advisors LLC
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|---|---|
| CRD # | 104953 |
| SEC # | 801-27090 |
| CIK # | 0001689872 |
| AUM | $5.8 BB (2023-03-01) |
| Employees | 68 (56% Investors, 0% Brokers) |
| Phone | 214-360-7000 |
| Address | 5950 Sherry Lane, Ste 600 Dallas, TX 75225 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | RGT Buchanan Fund III LP | 2012-03-30 | 0.1 | |
| RE | RGT Buchanan Fund IV LP | 2012-03-30 | 0.6 | |
| RE | RGT Buchanan Fund V LP | 2012-03-30 | 0.7 | |
| PE | RGT Champions III LP | 2012-03-30 | 0.8 | |
| PE | RGT Champions II LP | 2012-03-30 | 0.3 | |
| PE | RGT Champions IIQ LP | 2012-03-30 | 1.0 | |
| PE | RGT Champions I LP | 2012-03-30 | 0.7 | |
| PE | RGT Crow II LP | 2012-03-30 | 0.1 | |
| PE | RGT Crow IV LP | 2012-03-30 | 0.6 | |
| PE | RGT Energy Capital I LP | 2012-03-30 | 1.0 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 0.1 |
| (b) Individuals (high net worth individuals) | 620 | 5.5 |
| (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 | 6 | 0.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 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 | 5 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 4,575 | 5.8 |
| By Discretionary | ||
| Discretionary | 4,292 | 5.6 |
| Non-Discretionary | 283 | 0.2 |
| Total | 4,575 | 5.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.8 | |
| Total | 4,575 | 5.8 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001689872] |
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|---|---|---|
|
Arlington Partners LLC
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AL | 6.1 |
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BMO Family Office LLC
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IL | 5.8 |
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Fiduciary Trust International LLC
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The Bollard Group LLC
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Miller Investment Management LP
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PA | 5.1 |
|
Sepio Capital LP
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UT | 5.1 |
|
CAZ Investments LP
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TX | 5.0 |
|
Geller Advisors LLC
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NY | 5.0 |