RSG Investments LLC
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 323527
- Registered since
- March 13, 2025
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals65.6%
- HNWI33.97%
- Corporations / Businesses0.29%
- Pension & Profit Sharing Plans0.14%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
RSG Investments LLC is an individual-owned limited liability firm operating as a non-independent retail RIA that also functions as an insurance broker. The firm charges fees as a percentage of assets under management and serves both individual/family and institutional clients. Its advisory services include portfolio management for individuals, small businesses and institutions, selection of outside advisers, and delivery of educational seminars and workshops. RSG identifies as a capital allocator and is not active on ESG integration or multi-state advisory registrations.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds68%
- Exchange Traded Equities27%
- Cash & Cash Equivalents5%
Owners & executives
3 of 4Jeffrey Gasser
Chief Financial OfficerCRD 8040355
Robert Carver
Chief Operating OfficerCRD 8040339
Tanya Olvera
Chief Compliance OfficerCRD 6108434
Contacts
3 of 4
Tatiana McIntyre
Investment Advisor RepresentativeCRD 8146133
Samuel Bass
Investment Adviser RepresentativeCRD 3205872
Kristy Eller
Investment Advisor RepresentativeCRD 5665921
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 6801 W 107th St
- Time zone
- CT (UTC-6)
- Office locations
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