RFG WEALTH ADVISORY
Firm details
- Headquarters
- LANTANA, Texas
- CRD number
- 173862
- Registered since
- March 26, 2018
- Website
- rfgwealthadvisory.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI82.81%
- Individuals13.34%
- Corporations / Businesses3.66%
- Charitable Organizations0.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
RFG Wealth Advisory is an independent, SEC-registered registered investment adviser that began filing with the SEC in 2018 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering fee models that include asset-based fees and fixed fees. Its advisory services focus on financial planning and discretionary portfolio management for individuals, small businesses, and institutional entities. The firm does not identify as an active ESG investor, does not operate as a multi-state adviser, and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Public Funds/Mutual Funds8%
- State & Local Bonds1%
Contacts
3 of 5MICHAEL LEMICH
Financial PlannerCRD 6218975
EMILIO GONZALEZ
Financial Advisor, Financial PlannerCRD 6252559
Ryan Schroer
PresidentCRD 8050469
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$398M in ETFs
90%
$358M
10%
$40.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $110M | 183,925 | 27.58% |
Location
LANTANA, TX
DENTON
Location
LANTANA, TX
Headquartered in LANTANA, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DENTON
- Address
- 130 Old Town Blvd S
- Time zone
- CT (UTC-6)
- Office locations
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