RJG FINANCIAL

Overview

RJG Financial operates as an independent, individual-owned registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm blends fee structures — percentage of assets under management, hourly and fixed fees — which suggests flexibility to accommodate ongoing advisory relationships as well as one-off planning engagements. Its practice is primarily discretionary: the majority of client portfolios are managed under discretionary authority, allowing the firm to implement model- or manager-driven allocations without seeking client approval for each trade. Investment activity centers on pooled public vehicles rather than concentrated single-stock bets. The firm is not identified as an active ESG investor and it does not position itself as a multi-state or pension consultant. RJG Financial does not present itself as a capital allocator in the sense of operating its own external funds; instead it uses third-party managers and packaged vehicles to implement client strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices