RFG ADVISORY, LLC
CRD #158401 SEC #801-79153 VESTAVIA HILLS, AL 205-397-2450
SEC Registered
Total AUM
$6.1B
Discretionary
$6.1B
Employees
277
Clients
251
Accounts
23,999
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $6.1B | $6.1B | $0 | 277 | 4 |
| Oct 2025 | $6.1B | $6.1B | $0 | 277 | 4 |
| Sep 2025 | $4.9B | $4.9B | $0 | 277 | 4 |
| Sep 2025 | $4.9B | $4.9B | $0 | 277 | 4 |
| Sep 2025 | $4.9B | $4.9B | $0 | 277 | 4 |
| Aug 2025 | $4.9B | $4.9B | $0 | 277 | 4 |
| Jun 2025 | $4.9B | $4.9B | $0 | 277 | 4 |
| Jun 2025 | $4.9B | $4.9B | $0 | 277 | 4 |
| Jun 2025 | $4.9B | $4.9B | $0 | 277 | 4 |
| May 2025 | $4.9B | $4.9B | $0 | 277 | 4 |
| May 2025 | $4.9B | $4.9B | $0 | 277 | 4 |
| Apr 2025 | $4.9B | $4.9B | $0 | 277 | 4 |
| Mar 2025 | $4.9B | $4.9B | $0 | 277 | 4 |
| Feb 2025 | $3.9B | $3.9B | $0 | 195 | 8 |
| Feb 2025 | $3.9B | $3.9B | $0 | 195 | 8 |
| Feb 2025 | $3.9B | $3.9B | $0 | 195 | 8 |
| Jan 2025 | $3.9B | $3.9B | $0 | 195 | 8 |
| Jan 2025 | $3.9B | $3.9B | $0 | 195 | 8 |
| Jan 2025 | $3.9B | $3.9B | $0 | 195 | 8 |
| Dec 2024 | $3.9B | $3.9B | $0 | 195 | 8 |
| Dec 2024 | $3.9B | $3.9B | $0 | 195 | 8 |
| Nov 2024 | $3.9B | $3.9B | $0 | 195 | 8 |
| Nov 2024 | $3.9B | $3.9B | $0 | 195 | 8 |
| Oct 2024 | $3.9B | $3.9B | $0 | 195 | 8 |
| Oct 2024 | $3.9B | $3.9B | $0 | 195 | 8 |
| Oct 2024 | $3.9B | $3.9B | $0 | 195 | 8 |
| Oct 2024 | $3.9B | $3.9B | $0 | 195 | 8 |
| Sep 2024 | $3.9B | $3.9B | $0 | 195 | 8 |
| Aug 2024 | $3.9B | $3.9B | $0 | 195 | 8 |
| Aug 2024 | $3.9B | $3.9B | $0 | 195 | 8 |
| Aug 2024 | $3.9B | $3.9B | $0 | 195 | 8 |
| Aug 2024 | $3.9B | $3.9B | $0 | 195 | 8 |
| Jul 2024 | $3.9B | $3.9B | $0 | 195 | 8 |
| Jul 2024 | $3.9B | $3.9B | $0 | 195 | 8 |
| Jun 2024 | $3.9B | $3.9B | $0 | 195 | 8 |
| Jun 2024 | $3.9B | $3.9B | $0 | 195 | 8 |
| Jun 2024 | $3.9B | $3.9B | $0 | 195 | 8 |
| May 2024 | $3.9B | $3.9B | $0 | 195 | 8 |
| May 2024 | $3.9B | $3.9B | $0 | 195 | 8 |
| Apr 2024 | $3.9B | $3.9B | $0 | 195 | 8 |
| Apr 2024 | $3.9B | $3.9B | $0 | 195 | 8 |
| Apr 2024 | $3.9B | $3.9B | $0 | 195 | 8 |
| Apr 2024 | $3.9B | $3.9B | $0 | 195 | 8 |
| Apr 2024 | $3.9B | $3.9B | $0 | 195 | 8 |
| Mar 2024 | $3.9B | $3.9B | $0 | 195 | 8 |
| Feb 2024 | $3B | $3B | $0 | 195 | 7 |
| Jan 2024 | $3B | $3B | $0 | 195 | 7 |
| Jan 2024 | $3B | $3B | $0 | 195 | 7 |
| Jan 2024 | $3B | $3B | $0 | 195 | 7 |
| Dec 2023 | $3B | $3B | $0 | 195 | 7 |
| Dec 2023 | $3B | $3B | $0 | 195 | 7 |
| Nov 2023 | $3B | $3B | $0 | 195 | 7 |
| Nov 2023 | $3B | $3B | $0 | 195 | 7 |
| Oct 2023 | $3B | $3B | $0 | 195 | 7 |
| Oct 2023 | $3B | $3B | $0 | 195 | 7 |
| Oct 2023 | $3B | $3B | $0 | 195 | 7 |
| Sep 2023 | $3B | $3B | $0 | 195 | 7 |
| Sep 2023 | $3B | $3B | $0 | 195 | 7 |
| Sep 2023 | $3B | $3B | $0 | 195 | 7 |
| Jul 2023 | $3B | $3B | $0 | 195 | 7 |
| Jun 2023 | $3B | $3B | $0 | 195 | 7 |
| May 2023 | $3B | $3B | $0 | 195 | 7 |
| Apr 2023 | $3B | $3B | $0 | 195 | 7 |
| Mar 2023 | $3B | $3B | $0 | 195 | 7 |
| Mar 2023 | $3B | $3B | $0 | 195 | 7 |
| Mar 2023 | $3B | $3B | $0 | 195 | 7 |
| Mar 2023 | $2.7B | $2.7B | $0 | 101 | 32 |
| Feb 2023 | $2.7B | $2.7B | $0 | 101 | 32 |
| Nov 2022 | $2.7B | $2.7B | $0 | 101 | 32 |
| Sep 2022 | $2.7B | $2.7B | $0 | 101 | 32 |
| Aug 2022 | $2.7B | $2.7B | $0 | 101 | 32 |
| Aug 2022 | $2.7B | $2.7B | $0 | 101 | 32 |
| Jul 2022 | $2.7B | $2.7B | $0 | 101 | 32 |
| May 2022 | $2.7B | $2.7B | $0 | 101 | 32 |
| May 2022 | $2.7B | $2.7B | $0 | 101 | 32 |
| Apr 2022 | $2.7B | $2.7B | $0 | 101 | 32 |
| Apr 2022 | $2.7B | $2.7B | $0 | 101 | 32 |
| Mar 2022 | $2.7B | $2.7B | $0 | 101 | 32 |
| Feb 2022 | $2.7B | $2.7B | $0 | 101 | 32 |
| Feb 2022 | $1.8B | $1.8B | $0 | 80 | 22 |
| Feb 2022 | $1.8B | $1.8B | $0 | 80 | 22 |
| Feb 2022 | $1.8B | $1.8B | $0 | 80 | 22 |
| Jan 2022 | $1.8B | $1.8B | $0 | 80 | 22 |
| Dec 2021 | $1.8B | $1.8B | $0 | 80 | 22 |
| Nov 2021 | $1.8B | $1.8B | $0 | 80 | 22 |
| Oct 2021 | $1.8B | $1.8B | $0 | 80 | 22 |
| Jul 2021 | $1.8B | $1.8B | $0 | 80 | 22 |
| Jul 2021 | $1.8B | $1.8B | $0 | 80 | 22 |
| Mar 2021 | $1.8B | $1.8B | $0 | 80 | 22 |
| Oct 2020 | $1.5B | $1.5B | $0 | 64 | 11 |
| Aug 2020 | $1.5B | $1.5B | $0 | 64 | 11 |
| Jul 2020 | $1.5B | $1.5B | $0 | 64 | 11 |
| Jun 2020 | $1.5B | $1.5B | $0 | 64 | 11 |
| Mar 2020 | $1.5B | $1.5B | $0 | 64 | 11 |
| Nov 2019 | $948.9M | $948.9M | $0 | 42 | 9 |
| May 2019 | $948.9M | $948.9M | $0 | 42 | 9 |
| May 2019 | $948.9M | $948.9M | $0 | 42 | 9 |
| May 2019 | $948.9M | $948.9M | $0 | 42 | 9 |
| May 2019 | $948.9M | $948.9M | $0 | 42 | 9 |
| Apr 2019 | $948.9M | $948.9M | $0 | 42 | 9 |
| Mar 2019 | $948.9M | $948.9M | $0 | 42 | 9 |
| Mar 2019 | $847.1M | $819.6M | $27.5M | 42 | 18 |
| Feb 2019 | $847.1M | $819.6M | $27.5M | 42 | 18 |
| Jan 2019 | $847.1M | $819.6M | $27.5M | 42 | 18 |
| Jan 2019 | $847.1M | $819.6M | $27.5M | 42 | 18 |
| Dec 2018 | $847.1M | $819.6M | $27.5M | 42 | 18 |
| Nov 2018 | $847.1M | $819.6M | $27.5M | 42 | 18 |
| Nov 2018 | $847.1M | $819.6M | $27.5M | 42 | 18 |
| Oct 2018 | $847.1M | $819.6M | $27.5M | 42 | 18 |
| Oct 2018 | $847.1M | $819.6M | $27.5M | 42 | 18 |
| Sep 2018 | $847.1M | $819.6M | $27.5M | 42 | 18 |
| Aug 2018 | $847.1M | $819.6M | $27.5M | 42 | 18 |
| Jul 2018 | $847.1M | $819.6M | $27.5M | 42 | 18 |
| May 2018 | $847.1M | $819.6M | $27.5M | 42 | 18 |
| Apr 2018 | $847.1M | $819.6M | $27.5M | 42 | 18 |
| Apr 2018 | $847.1M | $819.6M | $27.5M | 42 | 18 |
| Mar 2018 | $847.1M | $819.6M | $27.5M | 42 | 18 |
| Mar 2018 | $822.2M | $792M | $30.2M | 42 | 18 |
| Feb 2018 | $822.2M | $792M | $30.2M | 42 | 18 |
| Feb 2018 | $822.2M | $792M | $30.2M | 42 | 18 |
| Feb 2018 | $822.2M | $792M | $30.2M | 42 | 18 |
| Feb 2018 | $822.2M | $792M | $30.2M | 42 | 18 |
| Jan 2018 | $822.2M | $792M | $30.2M | 42 | 18 |
| Dec 2017 | $822.2M | $792M | $30.2M | 42 | 18 |
| Sep 2017 | $608.2M | $577.9M | $30.3M | 38 | 2,900 |
| Jun 2017 | $608.2M | $577.9M | $30.3M | 38 | 2,900 |
| Jun 2017 | $608.2M | $577.9M | $30.3M | 38 | 2,900 |
| May 2017 | $608.2M | $577.9M | $30.3M | 38 | 2,900 |
| Mar 2017 | $608.2M | $577.9M | $30.3M | 38 | 2,900 |
| Feb 2017 | $473M | $437.3M | $35.7M | 43 | 2,000 |
| Jan 2017 | $473M | $437.3M | $35.7M | 43 | 2,000 |
| Dec 2016 | $473M | $437.3M | $35.7M | 43 | 2,000 |
| Nov 2016 | $473M | $437.3M | $35.7M | 43 | 2,000 |
| Sep 2016 | $473M | $437.3M | $35.7M | 43 | 2,000 |
| Aug 2016 | $473M | $437.3M | $35.7M | 43 | 2,000 |
| Jun 2016 | $473M | $437.3M | $35.7M | 43 | 2,000 |
| Jun 2016 | $473M | $437.3M | $35.7M | 43 | 2,000 |
| May 2016 | $473M | $437.3M | $35.7M | 43 | 2,000 |
| May 2016 | $473M | $437.3M | $35.7M | 43 | 2,000 |
| Mar 2016 | $473M | $437.3M | $35.7M | 43 | 2,000 |
| Jan 2016 | $291M | $291M | $0 | 33 | 1,400 |
| Oct 2015 | $291M | $291M | $0 | 33 | 1,400 |
| Sep 2015 | $291M | $291M | $0 | 30 | 1,400 |
| Sep 2015 | $291M | $291M | $0 | 30 | 1,400 |
| Sep 2015 | $291M | $291M | $0 | 30 | 1,400 |
| Jun 2015 | $291M | $291M | $0 | 30 | 1,400 |
| May 2015 | $291M | $291M | $0 | 30 | 1,400 |
| Feb 2015 | $291M | $291M | $0 | 30 | 1,400 |
| Oct 2014 | $103.7M | $103.7M | $0 | 17 | 360 |
| Sep 2014 | $103.7M | $103.7M | $0 | 17 | 360 |
| Aug 2014 | $103.7M | $103.7M | $0 | 17 | 360 |
| Aug 2014 | $103.7M | $103.7M | $0 | 17 | 360 |
| Jun 2014 | $103.7M | $103.7M | $0 | 17 | 360 |
| Mar 2014 | $103.7M | $103.7M | $0 | 17 | 360 |
| Feb 2014 | $103.7M | $103.7M | $0 | 17 | 360 |
| Jan 2014 | $103.7M | $103.7M | $0 | 17 | 360 |
| Oct 2012 | $85.7M | $31.6M | $54.2M | 11 | 500 |
| Sep 2012 | $85.7M | $31.6M | $54.2M | 11 | 500 |
| Sep 2012 | $85.7M | $31.6M | $54.2M | 11 | 500 |
| Jul 2012 | $85.7M | $31.6M | $54.2M | 11 | 500 |
| Jun 2012 | $85.7M | $31.6M | $54.2M | 11 | 500 |
| May 2012 | $85.7M | $31.6M | $54.2M | 11 | 500 |
| Apr 2012 | $85.7M | $31.6M | $54.2M | 11 | 500 |
| Apr 2012 | $85.7M | $31.6M | $54.2M | 11 | 500 |
| Mar 2012 | $85.7M | $31.6M | $54.2M | 11 | 500 |
| Nov 2011 | $81.3M | $25.4M | $55.9M | 11 | 0 |
| Aug 2011 | $0 | $0 | $0 | -- | -- |
| Jul 2011 | $0 | $0 | $0 | -- | -- |
DateNov 2025
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees277
Clients4
DateOct 2025
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees277
Clients4
DateSep 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees277
Clients4
DateSep 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees277
Clients4
DateSep 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees277
Clients4
DateAug 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees277
Clients4
DateJun 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees277
Clients4
DateJun 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees277
Clients4
DateJun 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees277
Clients4
DateMay 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees277
Clients4
DateMay 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees277
Clients4
DateApr 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees277
Clients4
DateMar 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees277
Clients4
DateFeb 2025
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees195
Clients8
DateFeb 2025
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees195
Clients8
DateFeb 2025
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees195
Clients8
DateJan 2025
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees195
Clients8
DateJan 2025
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees195
Clients8
DateJan 2025
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees195
Clients8
DateDec 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees195
Clients8
DateDec 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees195
Clients8
DateNov 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees195
Clients8
DateNov 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees195
Clients8
DateOct 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees195
Clients8
DateOct 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees195
Clients8
DateOct 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees195
Clients8
DateOct 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees195
Clients8
DateSep 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees195
Clients8
DateAug 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees195
Clients8
DateAug 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees195
Clients8
DateAug 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees195
Clients8
DateAug 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees195
Clients8
DateJul 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees195
Clients8
DateJul 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees195
Clients8
DateJun 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees195
Clients8
DateJun 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees195
Clients8
DateJun 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees195
Clients8
DateMay 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees195
Clients8
DateMay 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees195
Clients8
DateApr 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees195
Clients8
DateApr 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees195
Clients8
DateApr 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees195
Clients8
DateApr 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees195
Clients8
DateApr 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees195
Clients8
DateMar 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees195
Clients8
DateFeb 2024
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees195
Clients7
DateJan 2024
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees195
Clients7
DateJan 2024
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees195
Clients7
DateJan 2024
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees195
Clients7
DateDec 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees195
Clients7
DateDec 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees195
Clients7
DateNov 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees195
Clients7
DateNov 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees195
Clients7
DateOct 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees195
Clients7
DateOct 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees195
Clients7
DateOct 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees195
Clients7
DateSep 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees195
Clients7
DateSep 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees195
Clients7
DateSep 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees195
Clients7
DateJul 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees195
Clients7
DateJun 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees195
Clients7
DateMay 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees195
Clients7
DateApr 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees195
Clients7
DateMar 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees195
Clients7
DateMar 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees195
Clients7
DateMar 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees195
Clients7
DateMar 2023
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees101
Clients32
DateFeb 2023
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees101
Clients32
DateNov 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees101
Clients32
DateSep 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees101
Clients32
DateAug 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees101
Clients32
DateAug 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees101
Clients32
DateJul 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees101
Clients32
DateMay 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees101
Clients32
DateMay 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees101
Clients32
DateApr 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees101
Clients32
DateApr 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees101
Clients32
DateMar 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees101
Clients32
DateFeb 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees101
Clients32
DateFeb 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees80
Clients22
DateFeb 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees80
Clients22
DateFeb 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees80
Clients22
DateJan 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees80
Clients22
DateDec 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees80
Clients22
DateNov 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees80
Clients22
DateOct 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees80
Clients22
DateJul 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees80
Clients22
DateJul 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees80
Clients22
DateMar 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees80
Clients22
DateOct 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees64
Clients11
DateAug 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees64
Clients11
DateJul 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees64
Clients11
DateJun 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees64
Clients11
DateMar 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees64
Clients11
DateNov 2019
Total AUM$948.9M
Discretionary$948.9M
Non-Disc.$0
Employees42
Clients9
DateMay 2019
Total AUM$948.9M
Discretionary$948.9M
Non-Disc.$0
Employees42
Clients9
DateMay 2019
Total AUM$948.9M
Discretionary$948.9M
Non-Disc.$0
Employees42
Clients9
DateMay 2019
Total AUM$948.9M
Discretionary$948.9M
Non-Disc.$0
Employees42
Clients9
DateMay 2019
Total AUM$948.9M
Discretionary$948.9M
Non-Disc.$0
Employees42
Clients9
DateApr 2019
Total AUM$948.9M
Discretionary$948.9M
Non-Disc.$0
Employees42
Clients9
DateMar 2019
Total AUM$948.9M
Discretionary$948.9M
Non-Disc.$0
Employees42
Clients9
DateMar 2019
Total AUM$847.1M
Discretionary$819.6M
Non-Disc.$27.5M
Employees42
Clients18
DateFeb 2019
Total AUM$847.1M
Discretionary$819.6M
Non-Disc.$27.5M
Employees42
Clients18
DateJan 2019
Total AUM$847.1M
Discretionary$819.6M
Non-Disc.$27.5M
Employees42
Clients18
DateJan 2019
Total AUM$847.1M
Discretionary$819.6M
Non-Disc.$27.5M
Employees42
Clients18
DateDec 2018
Total AUM$847.1M
Discretionary$819.6M
Non-Disc.$27.5M
Employees42
Clients18
DateNov 2018
Total AUM$847.1M
Discretionary$819.6M
Non-Disc.$27.5M
Employees42
Clients18
DateNov 2018
Total AUM$847.1M
Discretionary$819.6M
Non-Disc.$27.5M
Employees42
Clients18
DateOct 2018
Total AUM$847.1M
Discretionary$819.6M
Non-Disc.$27.5M
Employees42
Clients18
DateOct 2018
Total AUM$847.1M
Discretionary$819.6M
Non-Disc.$27.5M
Employees42
Clients18
DateSep 2018
Total AUM$847.1M
Discretionary$819.6M
Non-Disc.$27.5M
Employees42
Clients18
DateAug 2018
Total AUM$847.1M
Discretionary$819.6M
Non-Disc.$27.5M
Employees42
Clients18
DateJul 2018
Total AUM$847.1M
Discretionary$819.6M
Non-Disc.$27.5M
Employees42
Clients18
DateMay 2018
Total AUM$847.1M
Discretionary$819.6M
Non-Disc.$27.5M
Employees42
Clients18
DateApr 2018
Total AUM$847.1M
Discretionary$819.6M
Non-Disc.$27.5M
Employees42
Clients18
DateApr 2018
Total AUM$847.1M
Discretionary$819.6M
Non-Disc.$27.5M
Employees42
Clients18
DateMar 2018
Total AUM$847.1M
Discretionary$819.6M
Non-Disc.$27.5M
Employees42
Clients18
DateMar 2018
Total AUM$822.2M
Discretionary$792M
Non-Disc.$30.2M
Employees42
Clients18
DateFeb 2018
Total AUM$822.2M
Discretionary$792M
Non-Disc.$30.2M
Employees42
Clients18
DateFeb 2018
Total AUM$822.2M
Discretionary$792M
Non-Disc.$30.2M
Employees42
Clients18
DateFeb 2018
Total AUM$822.2M
Discretionary$792M
Non-Disc.$30.2M
Employees42
Clients18
DateFeb 2018
Total AUM$822.2M
Discretionary$792M
Non-Disc.$30.2M
Employees42
Clients18
DateJan 2018
Total AUM$822.2M
Discretionary$792M
Non-Disc.$30.2M
Employees42
Clients18
DateDec 2017
Total AUM$822.2M
Discretionary$792M
Non-Disc.$30.2M
Employees42
Clients18
DateSep 2017
Total AUM$608.2M
Discretionary$577.9M
Non-Disc.$30.3M
Employees38
Clients2,900
DateJun 2017
Total AUM$608.2M
Discretionary$577.9M
Non-Disc.$30.3M
Employees38
Clients2,900
DateJun 2017
Total AUM$608.2M
Discretionary$577.9M
Non-Disc.$30.3M
Employees38
Clients2,900
DateMay 2017
Total AUM$608.2M
Discretionary$577.9M
Non-Disc.$30.3M
Employees38
Clients2,900
DateMar 2017
Total AUM$608.2M
Discretionary$577.9M
Non-Disc.$30.3M
Employees38
Clients2,900
DateFeb 2017
Total AUM$473M
Discretionary$437.3M
Non-Disc.$35.7M
Employees43
Clients2,000
DateJan 2017
Total AUM$473M
Discretionary$437.3M
Non-Disc.$35.7M
Employees43
Clients2,000
DateDec 2016
Total AUM$473M
Discretionary$437.3M
Non-Disc.$35.7M
Employees43
Clients2,000
DateNov 2016
Total AUM$473M
Discretionary$437.3M
Non-Disc.$35.7M
Employees43
Clients2,000
DateSep 2016
Total AUM$473M
Discretionary$437.3M
Non-Disc.$35.7M
Employees43
Clients2,000
DateAug 2016
Total AUM$473M
Discretionary$437.3M
Non-Disc.$35.7M
Employees43
Clients2,000
DateJun 2016
Total AUM$473M
Discretionary$437.3M
Non-Disc.$35.7M
Employees43
Clients2,000
DateJun 2016
Total AUM$473M
Discretionary$437.3M
Non-Disc.$35.7M
Employees43
Clients2,000
DateMay 2016
Total AUM$473M
Discretionary$437.3M
Non-Disc.$35.7M
Employees43
Clients2,000
DateMay 2016
Total AUM$473M
Discretionary$437.3M
Non-Disc.$35.7M
Employees43
Clients2,000
DateMar 2016
Total AUM$473M
Discretionary$437.3M
Non-Disc.$35.7M
Employees43
Clients2,000
DateJan 2016
Total AUM$291M
Discretionary$291M
Non-Disc.$0
Employees33
Clients1,400
DateOct 2015
Total AUM$291M
Discretionary$291M
Non-Disc.$0
Employees33
Clients1,400
DateSep 2015
Total AUM$291M
Discretionary$291M
Non-Disc.$0
Employees30
Clients1,400
DateSep 2015
Total AUM$291M
Discretionary$291M
Non-Disc.$0
Employees30
Clients1,400
DateSep 2015
Total AUM$291M
Discretionary$291M
Non-Disc.$0
Employees30
Clients1,400
DateJun 2015
Total AUM$291M
Discretionary$291M
Non-Disc.$0
Employees30
Clients1,400
DateMay 2015
Total AUM$291M
Discretionary$291M
Non-Disc.$0
Employees30
Clients1,400
DateFeb 2015
Total AUM$291M
Discretionary$291M
Non-Disc.$0
Employees30
Clients1,400
DateOct 2014
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees17
Clients360
DateSep 2014
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees17
Clients360
DateAug 2014
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees17
Clients360
DateAug 2014
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees17
Clients360
DateJun 2014
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees17
Clients360
DateMar 2014
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees17
Clients360
DateFeb 2014
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees17
Clients360
DateJan 2014
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees17
Clients360
DateOct 2012
Total AUM$85.7M
Discretionary$31.6M
Non-Disc.$54.2M
Employees11
Clients500
DateSep 2012
Total AUM$85.7M
Discretionary$31.6M
Non-Disc.$54.2M
Employees11
Clients500
DateSep 2012
Total AUM$85.7M
Discretionary$31.6M
Non-Disc.$54.2M
Employees11
Clients500
DateJul 2012
Total AUM$85.7M
Discretionary$31.6M
Non-Disc.$54.2M
Employees11
Clients500
DateJun 2012
Total AUM$85.7M
Discretionary$31.6M
Non-Disc.$54.2M
Employees11
Clients500
DateMay 2012
Total AUM$85.7M
Discretionary$31.6M
Non-Disc.$54.2M
Employees11
Clients500
DateApr 2012
Total AUM$85.7M
Discretionary$31.6M
Non-Disc.$54.2M
Employees11
Clients500
DateApr 2012
Total AUM$85.7M
Discretionary$31.6M
Non-Disc.$54.2M
Employees11
Clients500
DateMar 2012
Total AUM$85.7M
Discretionary$31.6M
Non-Disc.$54.2M
Employees11
Clients500
DateNov 2011
Total AUM$81.3M
Discretionary$25.4M
Non-Disc.$55.9M
Employees11
Clients0
DateAug 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--