Rfg Advisory, LLC
Vestavia Hills, AL·SEC-registered · CRD #158401
Rfg Advisory, LLC is an SEC-registered investment advisory firm in Vestavia Hills, AL managing $6.8B across 25k client accounts, with 162 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$6.8B
Client accounts
25k
Advisory staff
162
Fee model
Fee-based
How Rfg Advisory, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Rfg Advisory, LLC
How much does Rfg Advisory, LLC manage?
Per its most recent SEC Form ADV filing (06/16/2026), Rfg Advisory, LLC reports $6.8B in regulatory assets under management across roughly 25k client accounts.
How does Rfg Advisory, LLC charge?
Rfg Advisory, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Rfg Advisory, LLC a fiduciary?
Yes. Rfg Advisory, LLC is registered with the U.S. Securities and Exchange Commission (CRD #158401), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Rfg Advisory, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Rfg Advisory, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Vestavia Hills, AL
Profile compiled from Rfg Advisory, LLC's public SEC Form ADV filing (CRD #158401, filed 06/16/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Rfg Advisory, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Rfg Advisory, LLC? Claim this profile.