RGA INVESTMENT ADVISORS, LLC

RIASEC RegisteredEst. 2021

Total AUM

$101M

Discretionary

$101M

100% of AUM

Avg account

$357K

Accounts

283

Employees

Advisory reps

Firm details

Headquarters: GREAT NECK, New York
CRD number: 149171
Registered since: May 6, 2021
Website: www.rgaia.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI52.83%
Individuals30.78%
Pooled Investment Vehicles16.39%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

RGA Investment Advisors, LLC is an independent, SEC-registered registered investment adviser that began filing with the SEC in 2021 and operates as a limited liability company owned by an individual. The firm serves both individual and family clients as well as institutional clients. Its advisory services include financial planning and portfolio management across individuals/small businesses, pooled investment vehicles, and businesses or institutions. Compensation is a mix of percentage-of-AUM fees, fixed fees, and performance-based fees. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser on its filing. RGA also acts in sponsor and general partner roles for pooled vehicles, indicating direct involvement in running private funds in addition to advising client portfolios. The firm is not positioned primarily as a third‑party capital allocator.