R
$1.0B Total AUM
$1.0B Disc. AUM
12.6% 3Y CAGR
9 Employees
953 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2014
- Office Locations
- 1
Office Locations
6600 Koll Center Pkwy. #100 Pleasanton CA
About RPG Investment Advisory, LLC
RPG Investment Advisory, LLC is a Pleasanton-based RIA. The firm has been operating for 11 years. Managing $1.0B in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
-- AVG AGE
$521.9M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
11 yrs AVG TENURE
9 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RICHARD M GREER
Investment Advisor, Managing Member
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
M
MATTHEW OSCAR VERA
Managing Member
- CRD
- #4468941
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,043,868,256 | $1,095,350 |
| Non-Discretionary | $0 | -- |
| Total | $1,043,868,256 | $1,095,350 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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