# RFG ADVISORY, LLC

RFG ADVISORY, LLC of VESTAVIA HILLS, AL is an SEC-registered investment adviser.

## Registration

- CRD: 158401
- Type: SEC-registered investment adviser
- SEC file number: 801-79153
- Location: 1400 URBAN CENTER DRIVE, SUITE 475, VESTAVIA HILLS, AL, 35242-2245
- Phone: 205-397-2450
- Latest filing: 2026-07-30
- Regulatory AUM: $8.0B
- Discretionary AUM: $8.0B
- Clients: 360
- Accounts: 29,833

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (24)

| Name | Role | Location |
| --- | --- | --- |
| James Gerard Brown | MEMBER | Indianapolis, IN |
| Bobby Ray  Trust White | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER; MANAGING MEMBER AND EXECUTIVE CHAIRMAN | — |
| Frederick George Trust Wedell | CHIEF INVESTMENT OFFICER; PRESIDENT AND CHIEF INVESTMENT OFFICER | — |
| Richard Henry Ohlrich | CHIEF COMPLIANCE OFFICER | — |
| Kevin Bhalchandra Bhatt | MEMBER | — |
| Shannon Parrott Spotswood | CHIEF EXECUTIVE OFFICER | — |
| Kenneth Kim | CHIEF FINANCIAL OFFICER | — |
| Edward Christy Swenson | PRESIDENT | — |
| BROWN STEVEN GERARD | MEMBER | — |
| WHITE BOBBY RAY | MANAGING MEMBER; MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | — |
| RYALS BRIAN ALAN | MANAGING MEMBER | — |
| POYNOR HAMILTON PERKINS BOUCHELLE | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| DIXON JON BENJAMIN | CHIEF COMPLIANCE OFFICER | — |
| FLEMING WESLEY GRAY | MEMBER | — |
| ANGST FREDERICK LAWRENCE | MEMBER | — |
| OHLRICH RICHARD HENRY | CHIEF COMPLIANCE OFFICER | — |
| SCOLES VICTORIA A | CHIEF COMPLIANCE OFFICER | — |
| SPOTSWOOD SHANNON PARROTT | PRESIDENT; PRESIDENT AND MANAGING MEMBER | — |
| WEDELL FREDERICK GEORGE | CHIEF INVESTMENT OFFICER | — |
| WEDELL FREDERICK | CHIEF INVESTMENT OFFICER | — |
| BHATT KEVIN BHALCHANDRA | MEMBER | — |
| WHITE BOBBY RAY TRUST | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | — |
| WEDELL FREDERICK GEORGE TRUST | CHIEF INVESTMENT OFFICER | — |
| Douglas Scott Nelson | CFO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158401/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158401/similar
- Related entities: https://search.stillhousedata.com/firm/158401/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158401

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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.