RJG FINANCIAL

RJG FINANCIAL of DALLAS, TX is an SEC-registered investment adviser (CRD 114799). Regulatory assets under management: $61.0M.

Registration

• CRD: 114799
• Type: Registered investment adviser
• Location: 6403 SHAKESPEARE PLACE, DALLAS, TX, 75252
• Phone: 972-267-5040
• Latest filing: 2026-03-04
• Regulatory AUM: $61.0M
• Discretionary AUM: $55.7M
• Non-discretionary AUM: $5.4M
• Clients: 1
• Accounts: 255

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 114799 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search