RPG INVESTMENT ADVISORY, LLC
CRD #172173 SEC #801-80481 PLEASANTON, CA (925) 384-0071
SEC Registered
Total AUM
$858.5M
Discretionary
$858.5M
Employees
9
Clients
51
Accounts
899
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $858.5M | $858.5M | $0 | 9 | 0 |
| Jan 2025 | $858.5M | $858.5M | $0 | 9 | 0 |
| Mar 2024 | $705.3M | $705.3M | $0 | 9 | 0 |
| Jan 2024 | $705.3M | $705.3M | $0 | 9 | 0 |
| Oct 2023 | $587.2M | $587.2M | $0 | 9 | 0 |
| Jul 2023 | $587.2M | $587.2M | $0 | 9 | 0 |
| Apr 2023 | $587.2M | $587.2M | $0 | 9 | 0 |
| Jan 2023 | $587.2M | $587.2M | $0 | 9 | 0 |
| Nov 2022 | $716.5M | $716.5M | $0 | 9 | 0 |
| Feb 2022 | $716.5M | $716.5M | $0 | 9 | 0 |
| Feb 2021 | $615.2M | $615.2M | $0 | 9 | 0 |
| Oct 2020 | $557.4M | $557.4M | $0 | 9 | 0 |
| Jun 2020 | $557.4M | $557.4M | $0 | 9 | 0 |
| Feb 2020 | $557.4M | $557.4M | $0 | 9 | 0 |
| Feb 2019 | $462.6M | $462.6M | $0 | 9 | 0 |
| Sep 2018 | $523.7M | $523.7M | $0 | 9 | 0 |
| Feb 2018 | $523.7M | $523.7M | $0 | 9 | 0 |
| May 2017 | $464.3M | $464.3M | $0 | 9 | 700 |
| Apr 2017 | $464.3M | $464.3M | $0 | 9 | 700 |
| Mar 2017 | $464.3M | $464.3M | $0 | 9 | 700 |
| Nov 2016 | $449.4M | $449.4M | $0 | 7 | 253 |
| May 2016 | $351M | $334M | $17M | 7 | 253 |
| May 2016 | $351M | $334M | $17M | 7 | 253 |
| Mar 2016 | $351M | $334M | $17M | 7 | 253 |
| Jul 2015 | $186.8M | $175.8M | $11M | 6 | 0 |
| Apr 2015 | $186.8M | $175.8M | $11M | 6 | 0 |
| Apr 2015 | $186.8M | $175.8M | $11M | 6 | 0 |
| Mar 2015 | $186.8M | $175.8M | $11M | 6 | 0 |
| Feb 2015 | $166M | $160M | $6M | 6 | 0 |
| Oct 2014 | $0 | $0 | $0 | 6 | 0 |
DateOct 2025
Total AUM$858.5M
Discretionary$858.5M
Non-Disc.$0
Employees9
Clients0
DateJan 2025
Total AUM$858.5M
Discretionary$858.5M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$705.3M
Discretionary$705.3M
Non-Disc.$0
Employees9
Clients0
DateJan 2024
Total AUM$705.3M
Discretionary$705.3M
Non-Disc.$0
Employees9
Clients0
DateOct 2023
Total AUM$587.2M
Discretionary$587.2M
Non-Disc.$0
Employees9
Clients0
DateJul 2023
Total AUM$587.2M
Discretionary$587.2M
Non-Disc.$0
Employees9
Clients0
DateApr 2023
Total AUM$587.2M
Discretionary$587.2M
Non-Disc.$0
Employees9
Clients0
DateJan 2023
Total AUM$587.2M
Discretionary$587.2M
Non-Disc.$0
Employees9
Clients0
DateNov 2022
Total AUM$716.5M
Discretionary$716.5M
Non-Disc.$0
Employees9
Clients0
DateFeb 2022
Total AUM$716.5M
Discretionary$716.5M
Non-Disc.$0
Employees9
Clients0
DateFeb 2021
Total AUM$615.2M
Discretionary$615.2M
Non-Disc.$0
Employees9
Clients0
DateOct 2020
Total AUM$557.4M
Discretionary$557.4M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$557.4M
Discretionary$557.4M
Non-Disc.$0
Employees9
Clients0
DateFeb 2020
Total AUM$557.4M
Discretionary$557.4M
Non-Disc.$0
Employees9
Clients0
DateFeb 2019
Total AUM$462.6M
Discretionary$462.6M
Non-Disc.$0
Employees9
Clients0
DateSep 2018
Total AUM$523.7M
Discretionary$523.7M
Non-Disc.$0
Employees9
Clients0
DateFeb 2018
Total AUM$523.7M
Discretionary$523.7M
Non-Disc.$0
Employees9
Clients0
DateMay 2017
Total AUM$464.3M
Discretionary$464.3M
Non-Disc.$0
Employees9
Clients700
DateApr 2017
Total AUM$464.3M
Discretionary$464.3M
Non-Disc.$0
Employees9
Clients700
DateMar 2017
Total AUM$464.3M
Discretionary$464.3M
Non-Disc.$0
Employees9
Clients700
DateNov 2016
Total AUM$449.4M
Discretionary$449.4M
Non-Disc.$0
Employees7
Clients253
DateMay 2016
Total AUM$351M
Discretionary$334M
Non-Disc.$17M
Employees7
Clients253
DateMay 2016
Total AUM$351M
Discretionary$334M
Non-Disc.$17M
Employees7
Clients253
DateMar 2016
Total AUM$351M
Discretionary$334M
Non-Disc.$17M
Employees7
Clients253
DateJul 2015
Total AUM$186.8M
Discretionary$175.8M
Non-Disc.$11M
Employees6
Clients0
DateApr 2015
Total AUM$186.8M
Discretionary$175.8M
Non-Disc.$11M
Employees6
Clients0
DateApr 2015
Total AUM$186.8M
Discretionary$175.8M
Non-Disc.$11M
Employees6
Clients0
DateMar 2015
Total AUM$186.8M
Discretionary$175.8M
Non-Disc.$11M
Employees6
Clients0
DateFeb 2015
Total AUM$166M
Discretionary$160M
Non-Disc.$6M
Employees6
Clients0
DateOct 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0