# RBG WEALTH ADVISORS LLC

RBG WEALTH ADVISORS LLC of MEMPHIS, TN is an SEC-registered investment adviser.

## Registration

- CRD: 319486
- Type: SEC-registered investment adviser
- SEC file number: 801-131678
- Location: 5100 WHEELIS DR, SUITE 211, MEMPHIS, TN, 38117
- Phone: 901-244-2980
- Latest filing: 2026-03-17
- Regulatory AUM: $154.8M
- Discretionary AUM: $146.6M
- Non-discretionary AUM: $8.2M
- Clients: 4
- Accounts: 329

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Gregory O'Neal Davis | CHIEF EXECUTIVE OFFICER  AND CHIEF COMPLIANCE OFFICER | — |
| Timothy Wayne Ellis | CHIEF INVESTMENT OFFICER | — |
| DAVIS GREGORY O'NEAL | CHIEF EXECUTIVE OFFICER  AND CHIEF COMPLIANCE OFFICER | — |
| ELLIS BERT WAYNE | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/319486/brochure
- Similar advisers: https://search.stillhousedata.com/firm/319486/similar
- Related entities: https://search.stillhousedata.com/firm/319486/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/319486

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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.