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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-26-2022
- Office Locations
- 1
Office Locations
About RBG Wealth Advisors LLC
RBG Wealth Advisors is a boutique Memphis-based wealth management firm providing financial planning and investment management integrated with tax, risk, estate, charitable, retirement, insurance, and family office planning. The team includes CFP® practitioners, CPAs, and investment specialists, using a goals-based process with regular progress reporting. Custody is held with Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GREGORY O'NEAL DAVIS
Chief Compliance Officer, Chief Executive Officer, Wealth Advisor
- CRD
- #6104801
- Ownership
- 10% but less than 25%
TIMOTHY WAYNE ELLIS JR
Chief Investment Officer, Wealth Advisor
- CRD
- #6447695
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Lisa Marie Shive
--
- CRD
- #6484194
Matthew Peter Sullivan
--
- CRD
- #8235474
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $146,572,491 | $463,837 |
| Non-Discretionary | $8,186,088 | $629,699 |
| Total | $154,758,579 | $470,391 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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