# RG FINANCIAL, LLC

RG FINANCIAL, LLC of CARLSBAD, CA is an SEC-registered investment adviser.

## Registration

- CRD: 311162
- Type: SEC-registered investment adviser
- SEC file number: 801-120581
- Location: 703 PALOMAR AIRPORT ROAD, SUITE 240, CARLSBAD, CA, 92011
- Phone: (858) 800-4176
- Latest filing: 2026-03-31
- Regulatory AUM: $158.1M
- Discretionary AUM: $157.5M
- Non-discretionary AUM: $592K
- Clients: 3
- Accounts: 461

## Business model

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

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Justin Anthony Reckers | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & IAR | — |
| Sandra Marie Bozanic | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER | — |
| RECKERS JUSTIN ANTHONY | MANAGING MEMBER & IAR | — |
| Gumeson Sandra Marie | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | — |
| BOZANIC SANDRA MARIE | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/311162/brochure
- Similar advisers: https://search.stillhousedata.com/firm/311162/similar
- Related entities: https://search.stillhousedata.com/firm/311162/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/311162

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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.