RFG ADVISORY, LLC

RFG ADVISORY, LLC of VESTAVIA HILLS, AL is an SEC-registered investment adviser (CRD 158401). Regulatory assets under management: $8.0B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (24)

NameRoleLocation
James Gerard BrownMEMBERIndianapolis, IN
Bobby Ray Trust WhiteMANAGING MEMBER AND CHIEF EXECUTIVE OFFICER; MANAGING MEMBER AND EXECUTIVE CHAIRMAN
Frederick George Trust WedellCHIEF INVESTMENT OFFICER; PRESIDENT AND CHIEF INVESTMENT OFFICER
Richard Henry OhlrichCHIEF COMPLIANCE OFFICER
Kevin Bhalchandra BhattMEMBER
Shannon Parrott SpotswoodCHIEF EXECUTIVE OFFICER
Kenneth KimCHIEF FINANCIAL OFFICER
Edward Christy SwensonPRESIDENT
BROWN STEVEN GERARDMEMBER
WHITE BOBBY RAYMANAGING MEMBER; MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER
RYALS BRIAN ALANMANAGING MEMBER
POYNOR HAMILTON PERKINS BOUCHELLEMANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
DIXON JON BENJAMINCHIEF COMPLIANCE OFFICER
FLEMING WESLEY GRAYMEMBER
ANGST FREDERICK LAWRENCEMEMBER
OHLRICH RICHARD HENRYCHIEF COMPLIANCE OFFICER
SCOLES VICTORIA ACHIEF COMPLIANCE OFFICER
SPOTSWOOD SHANNON PARROTTPRESIDENT; PRESIDENT AND MANAGING MEMBER
WEDELL FREDERICK GEORGECHIEF INVESTMENT OFFICER
WEDELL FREDERICKCHIEF INVESTMENT OFFICER
BHATT KEVIN BHALCHANDRAMEMBER
WHITE BOBBY RAY TRUSTMANAGING MEMBER AND CHIEF EXECUTIVE OFFICER
WEDELL FREDERICK GEORGE TRUSTCHIEF INVESTMENT OFFICER
Douglas Scott NelsonCFO

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