RFG ADVISORY GROUP, LLC
SEC file number 801-72606
· BIRMINGHAM, AL
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$85.7M
Discretionary AUM
$31.6M
Employees
—
Clients
500
Firm
- Address
- 1100 CORPORATE DRIVE
BIRMINGHAM, AL 35242 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- SB Advisory Partners LLC Medium name-match confidence · CIK 2101329 · NY
- MLG Advisory Fund LLC Medium name-match confidence · CIK 2085740 · WI
- Advisory List, Inc. Medium name-match confidence · CIK 2158657 · CA
- Affix Advisory LLC Medium name-match confidence · CIK 2088627 · NJ
- Venn Advisory LLC Medium name-match confidence · CIK 2139947 · UT
- Advisory Research Partners Fund, L.P. Medium name-match confidence · CIK 1728424 · IL
- Brown Advisory Group Holdings LLC Medium name-match confidence · CIK 1660716 · MD
- DFS Advisory 1, LLC Medium name-match confidence · CIK 2023847 · TX
- GROVE ADVISORY GROUP LLC Medium name-match confidence · CIK 2076005 · FL
- RBO Agency & Advisory Inc. Medium name-match confidence · CIK 2095239 · SD
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Advisory List, Inc. · D · Oct 14, 2026$260K
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RBO Agency & Advisory Inc. · D/A · Oct 6, 2026$3.7M
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RBO Agency & Advisory Inc. · D/A · Jul 13, 2026$3.7M
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Venn Advisory LLC · D · Jun 11, 2026$60K
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MLG Advisory Fund LLC · D/A · Mar 9, 2026
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Brown Advisory Group Holdings LLC · D/A · Feb 26, 2026
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SB Advisory Partners LLC · D · Feb 19, 2026$8M
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Advisory Research Partners Fund, L.P. · D/A · Jan 7, 2026
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RBO Agency & Advisory Inc. · D · Nov 6, 2025$3.7M
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Affix Advisory LLC · D · Oct 27, 2025$80K
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MLG Advisory Fund LLC · D · Sep 11, 2025
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GROVE ADVISORY GROUP LLC · D · Aug 15, 2025$350K
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Brown Advisory Group Holdings LLC · D/A · Feb 27, 2025
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DFS Advisory 1, LLC · D/A · Jan 28, 2025$10M
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Advisory Research Partners Fund, L.P. · D/A · Jan 10, 2025