RFG ADVISORY, LLC

1400 Urban Center Drive
Suite 475
Vestavia Hills, Alabama 35242-2245
Tel: 205-397-2450

About RFG ADVISORY, LLC

RFG ADVISORY, LLC, formally registered with the SEC as RFG ADVISORY, LLC. The firm was established in 02/06/2014. They have over 47 offices throughout the country.

RFG ADVISORY, LLC is a Vestavia Hills, Alabama based Financial Planning firm with nearly $2,996,872,822 assets under management, offering retirement planning & investment advisory services to 16034 clients. The firm is staffed with 195 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158401
SEC#	801-79153
Assets Managed by Firm	$2,996,872,822
No. of Clients	16034
No. of Advisors	195

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services
Selection of Other Advisors
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	16034	$2,996,872,822
Individuals (other than high net worth individuals)	9005	$1,392,964,870
High net worth individuals	960	$1,533,814,058
Pension and profit sharing plans	10	$2,635,538
Charitable organizations	8	$6,865,587
Corporations or other businesses	60	$53,157,229

Inquire with RFG ADVISORY, LLC

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Firm Name	Assets Under Management	Total Clients	Total Advisors
HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$25,621,167,078	70	20
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$15,576,353,344	2	29
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,104,824,585	57	165
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$8,102,484,548	476	55
ARLINGTON PARTNERS LLC The John Hand Building, 2000 Morris Avenue, Suite 1300 Birmingham, AL, 35203	$6,097,070,330	978	39

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