RMG ADVISORY SERVICES

Overview

RMG Advisory Services operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individuals and families and also provides portfolio-management services to small businesses. Its advisory scope centers on financial planning and discretionary-light portfolio management; filings show the firm’s assets are managed on a non‑discretionary basis. RMG also performs insurance-brokerage activity and lists an affiliation with an insurance company. The firm uses a mix of billing methods—percentage of assets under management, hourly charges, and fixed fees—rather than a single fee model. RMG does not characterize itself as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant according to the available records.

Assets & Accounts

Public Holdings

Investments & Alternatives