RFG HOLDINGS INC.
Legal name: RFG WEALTH ADVISORY
CRD #173862 SEC #801-112697 ARGYLE, TX 940-464-4104
SEC Registered
Total AUM
$371.3M
Discretionary
$371.3M
Employees
7
Clients
26
Accounts
1,120
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $371.3M | $371.3M | $0 | 7 | 0 |
| Feb 2025 | $371.3M | $371.3M | $0 | 7 | 0 |
| Aug 2024 | $273.1M | $273.1M | $0 | 6 | 0 |
| Jun 2024 | $273.1M | $273.1M | $0 | 6 | 0 |
| Mar 2024 | $273.1M | $273.1M | $0 | 6 | 0 |
| Jun 2023 | $228.6M | $228.6M | $0 | 7 | 1 |
| Mar 2023 | $228.6M | $228.6M | $0 | 7 | 1 |
| Dec 2022 | $207.4M | $207.4M | $0 | 6 | 0 |
| Sep 2022 | $207.4M | $207.4M | $0 | 6 | 0 |
| Aug 2022 | $207.4M | $207.4M | $0 | 6 | 0 |
| Jun 2022 | $207.4M | $207.4M | $0 | 6 | 0 |
| Feb 2022 | $207.4M | $207.4M | $0 | 6 | 0 |
| Aug 2021 | $173.9M | $173.9M | $0 | 6 | 0 |
| Feb 2021 | $173.9M | $173.9M | $0 | 6 | 0 |
| Jun 2020 | $148.9M | $148.9M | $0 | 4 | 0 |
| Feb 2020 | $148.9M | $148.9M | $0 | 4 | 0 |
| May 2019 | $110M | $110M | $0 | 4 | 0 |
| Mar 2019 | $110M | $110M | $0 | 4 | 0 |
| Jul 2018 | $123M | $123M | $0 | 5 | 0 |
| Mar 2018 | $123M | $123M | $0 | 5 | 0 |
| Feb 2018 | $123M | $123M | $0 | 5 | 0 |
DateFeb 2025
Total AUM$371.3M
Discretionary$371.3M
Non-Disc.$0
Employees7
Clients0
DateFeb 2025
Total AUM$371.3M
Discretionary$371.3M
Non-Disc.$0
Employees7
Clients0
DateAug 2024
Total AUM$273.1M
Discretionary$273.1M
Non-Disc.$0
Employees6
Clients0
DateJun 2024
Total AUM$273.1M
Discretionary$273.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$273.1M
Discretionary$273.1M
Non-Disc.$0
Employees6
Clients0
DateJun 2023
Total AUM$228.6M
Discretionary$228.6M
Non-Disc.$0
Employees7
Clients1
DateMar 2023
Total AUM$228.6M
Discretionary$228.6M
Non-Disc.$0
Employees7
Clients1
DateDec 2022
Total AUM$207.4M
Discretionary$207.4M
Non-Disc.$0
Employees6
Clients0
DateSep 2022
Total AUM$207.4M
Discretionary$207.4M
Non-Disc.$0
Employees6
Clients0
DateAug 2022
Total AUM$207.4M
Discretionary$207.4M
Non-Disc.$0
Employees6
Clients0
DateJun 2022
Total AUM$207.4M
Discretionary$207.4M
Non-Disc.$0
Employees6
Clients0
DateFeb 2022
Total AUM$207.4M
Discretionary$207.4M
Non-Disc.$0
Employees6
Clients0
DateAug 2021
Total AUM$173.9M
Discretionary$173.9M
Non-Disc.$0
Employees6
Clients0
DateFeb 2021
Total AUM$173.9M
Discretionary$173.9M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$148.9M
Discretionary$148.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$148.9M
Discretionary$148.9M
Non-Disc.$0
Employees4
Clients0
DateMay 2019
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees4
Clients0
DateJul 2018
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees5
Clients0
DateFeb 2018
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees5
Clients0