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RFG WEALTH ADVISORY
RFG HOLDINGS INC.
CRD 173862 · SEC 801-112697
130 OLD TOWN BLVD. SOUTH, SUITE 100, ARGYLE, TX, 76226, United States
Phone
940-464-4104
Fax
940-464-4107
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$476.7M
Discretionary AUM
$476.7M
Team
9 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)FINANCIAL / PORTFOLIO CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 266 | $63.6M |
| High net worth individuals | 147 | $394.8M |
| Charitable organizations | 2 | $877K |
| Corporations/business entities | 31 | $17.5M |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD