RFG Advisory — Contact Email, Phone & Team

Overview

RFG Advisory is a wealth management firm offering integrated platforms for independent financial advisors. The firm provides a comprehensive suite of services, including investment management, technology solutions, marketing support, compliance assistance, and business consulting. These resources are designed to empower advisors to build and scale their businesses effectively. The firm's platform supports advisors across various stages of business development, from growth and late-stage to pre-IPO, buyout, turnaround, and distressed situations. RFG Advisory's geographical focus is primarily within the United States, serving a diverse range of industries such as financial services, technology, healthcare, consumer goods, energy, industrial, telecommunications, media, retail, transportation, education, utilities, materials, real estate, and consumer services. RFG Advisory's investment approach encompasses a broad spectrum of asset classes, including fixed income, private equity, real estate, and venture capital. The firm typically engages in investments ranging from $5 million to $50 million, aiming to provide tailored solutions that align with the unique needs and objectives of each advisor and their clients.

Investment Focus

Advisors seeking to build and scale their independent businesses with comprehensive support and resources.

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Frequently asked questions about RFG Advisory

What sectors does RFG Advisory invest in?

RFG Advisory invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Alabama, United States. RFG Advisory is listed as a private investment firm in the ConnectSafely investor database.