| Name | Title | Ownership | Since |
|---|---|---|---|
| Bobby Ray Trust White Control | Managing Member And Executive Chairman | 10-25% | 2011 |
| Frederick George Trust Wedell Control | President And Chief Investment Officer | 5-10% | 2017 |
| Kenneth Kim Control | Chief Financial Officer | Under 5% | 2024 |
Rfg Advisory, LLC reports $4.9 billion in regulatory assets under management on its Form ADV.
Rfg Advisory, LLC reports 277 employees.
Rfg Advisory, LLC is based in Vestavia Hills, AL and has been SEC-registered since 2014.
Rfg Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242-2245 |
| Phone | 205-397-2450 |
| Fax | 205-968-6089 |
| Office hours | By Appointment |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1633387 |
| Discloses disciplinary history | No |
| Discretionary | $4.94B |
| Non-discretionary | $0 |
| Total (RAUM) | $4.94B |