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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-08-2011
- Office Locations
- 86
Office Locations
About RFG Advisory, LLC
RFG Advisory offers an independent model for growth-minded advisors, anchored by an award-winning RIA platform. The firm supports advisors with transition execution, on-demand licensed service staff, marketing support and proprietary MarTech, and back-office help across custodian and account workflows. Advisors can also tap institutional-grade investment management, integrated wealth tech, cybersecurity/IT support, and in-house compliance, plus coaching to build enterprise value.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SHANNON PARROTT SPOTSWOOD
Chief Executive Officer
- CRD
- --
- Ownership
- 5% but less than 10%
FREDERICK GEORGE TRUST WEDELL II
Chief Investment Officer, Financial Advisor
- CRD
- #6701615
- Ownership
- 5% but less than 10%
Showing 2 of 6 owners & executives
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CHRIS DAVID ABEYTA
Principal
- CRD
- #6403098
Bradford Donald Acton
--
- CRD
- #6641051
Showing 2 of 181 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,813,842,355 | $268,833 |
| Non-Discretionary | $0 | -- |
| Total | $6,813,842,355 | $268,833 |
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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 |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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