# RGT WEALTH ADVISORS, LLC

RGT WEALTH ADVISORS, LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 104953
- Type: SEC-registered investment adviser
- SEC file number: 801-27090
- Location: 5950 SHERRY LANE, STE. 600, DALLAS, TX, 75225
- Phone: 214-360-7000
- Latest filing: 2023-03-01
- Regulatory AUM: $5.8B
- Discretionary AUM: $5.6B
- Non-discretionary AUM: $195.4M
- Clients: 68
- Accounts: 4,575

## Officers, owners & control persons (29)

_Showing 25 of 29 people._

| Name | Role | Location |
| --- | --- | --- |
| BRICKER JOHN ALEXANDER | MEMBER | — |
| WEBER EUGENE MICHAEL | LIMITED PARTNER; MANAGING DIRECTOR; MEMBER | — |
| GRIEGE MARK CHARLES | CHIEF EXECUTIVE OFFICER AND MANAGER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, AND MANAGER; CHIEF EXECUTIVE OFFICER, MANAGER AND MEMBER (+8 more) | — |
| THOELE CHARLES EDWARD | CHAIRMAN; CHAIRMAN & CHIEF COMPLIANCE OFFICER; GENERAL PARTNER AND CCO (+7 more) | — |
| NOLAN JOSEPH PATRICK | LIMITED PARTNER; MANAGER; MANAGER AND MEMBER (+3 more) | — |
| NARAYAN ASH | LIMITED PARTNER; MANAGING DIRECTOR; PARTNER (+1 more) | — |
| NAKAMURA LARRY TRISTON | CHIEF COMPLIANCE OFFICER | — |
| BRICKER JOHN ALEXANDER JR | LIMITED PARTNER | — |
| AMACHER TODD RICHARD | LIMITED PARTNER; MANAGING DIRECTOR; MEMBER (+1 more) | — |
| DAVIS BLANCHETTE ASHLEY | CHIEF OPERATING OFFICER AND LIMITED PARTNER; LIMITED PARTNER; MANAGING DIRECTOR (+2 more) | — |
| BONE GREGORY THOMAS | LIMITED PARTNER; MANAGING DIRECTOR; MEMBER | — |
| SHOCKLEY MICHAEL JAMES | LIMITED PARTNER; MANAGING DIRECTOR; MEMBER | — |
| HILL ANNE K | CHIEF COMPLIANCE OFFICER | — |
| NARAYANAN ASH | SHAREHOLDER | — |
| HUDSON PAUL JOSEPH | LIMITED PARTNER; MEMBER | — |
| RAFFAELE STEPHEN CRAIG | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND CHIEF STRATEGY OFFICER; CHIEF FINANCIAL OFFICER AND CHIEF STRATEGY OFFICER, LIMITED PARTNER | — |
| KRAUSS MATTHEW JOSEPH | LIMITED PARTNER; MEMBER | — |
| BAE STANLEY SANGWON | LIMITED PARTNER | — |
| MCCLANAHAN KENNETH MARK | LIMITED PARTNER; MEMBER | — |
| JADLOW JOANNA CHRISTINE | LIMITED PARTNER; MEMBER | — |
| RAMIREZ TIFFANY LYNN | CHIEF COMPLIANCE OFFICER | — |
| ROSS KATELYN E | MANAGER | — |
| AFFELDT COLLEEN MARIE | LIMITED PARTNER; MEMBER | — |
| TARDY JAMES SPOTTSWOOD | LIMITED PARTNER; MANAGING DIRECTOR; MEMBER | — |
| Lodwick Peter Alan | GENERAL COUNSEL; GENERAL COUNSEL AND  LIMITED PARTNER; GENERAL COUNSEL AND MEMBER (+1 more) | — |


## Private funds (6)

Mix: Private Equity Fund 5 · Real Estate Fund 1

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| GROWTH CAPITAL DIVERSIFIED FUND, L.P. | Private Equity Fund | — | 67 | $23.1M | $150K |
| GROWTH CAPITAL ENERGY, L.P. | Private Equity Fund | — | 7 | $20.5M | $250K |
| GROWTH CAPITAL PRIVATE EQUITY, L.P. | Private Equity Fund | — | 15 | $19.2M | $250K |
| GROWTH CAPITAL 2019, L.P. | Private Equity Fund | — | 96 | $14.1M | $500K |
| GROWTH CAPITAL QP DIVERSIFIED FUND, L.P. | Private Equity Fund | — | 27 | $12.9M | $250K |
| GROWTH CAPITAL REAL ESTATE, L.P. | Real Estate Fund | — | 14 | $4.5M | $250K |


## Fund service providers (2)

- administrator: UMB FUND SERVICES — 5 funds
- administrator: COLMORE, INC.

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104953/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104953/similar
- Related entities: https://search.stillhousedata.com/firm/104953/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104953

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.