RGT Wealth Advisors LLC

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RGT Wealth Advisors LLC ✚
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) Copy

Type	Form D Funds	Date	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
PE	RGT HM Europe II LP	2012-03-30	0.0
PE	RGT HM Europe LP	2012-03-30	0.0
PE	RGT HM VI LP	2012-03-30	0.0
PE	RGT HM V LP	2012-03-30	0.1
PE	RGT Lion Capital Fund II LP	2012-03-30	0.6
RE	RGT Macfarlan I LP	2012-03-30	0.0
PE	RGT RCH Energy Opportunity Fund III LP	2012-03-30	0.8
PE	RGT RCH Energy Opportunity Fund II LP	2012-03-30	0.4
PE	RGT Reserve Capital II LP	2012-03-30	0.1
PE	RGT Reserve Capital IV LP	2012-03-30	1.1
PE	RGT Reserve Capital VI LP	2012-03-30	1.2
PE	RGT Reserve Capital V LP	2012-03-30	0.7
PE	RGT R&R Investments LP	2012-03-30	0.0
RE	RGT Thackeray LP	2012-03-30	0.1
RE	RGT - Thackeray Partners Realty Fund II LP	2012-03-30	0.9
PE	RGT Weetabix LP	2012-03-30	0.0

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]

Comparable Firms	State	AUM ($BB)
Arlington Partners LLC ✚	AL	6.1
BMO Family Office LLC ✚	IL	5.8
Stamos Capital Partners LP ✚	CA	5.6
Zeke Capital Advisors LLC ✚	PA	5.6
Fiduciary Trust International LLC ✚	MA	5.2
The Bollard Group LLC ✚	MA	5.2
Miller Investment Management LP ✚	PA	5.1
Sepio Capital LP ✚	UT	5.1
CAZ Investments LP ✚	TX	5.0
Geller Advisors LLC ✚	NY	5.0

Assets, Funds, Holdings