Rfg Holdings Inc.
● SEC registered since 2018CRD 173862SEC# 801-112697Argyle, TX
Reg. AUM
$553.8M
Employees
11
Accounts
1,471
Location
Argyle, TX
About Rfg Holdings
RFG Holdings is associated with RFG Wealth Advisory, which provides investment advice with custody and brokerage support through Schwab. It emphasizes fee transparency, objectivity, and advisory services for successful clients where the firm is registered.
Summary based on the firm’s website.
Rfg Holdings Inc. assets under management
Rfg Holdings Inc. operates as an SEC-registered investment adviser based in Argyle, TX. The firm has been registered since 2018. It reports $553.8 million in regulatory assets under management and employs 11 people.
Rfg Holdings Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Todd Robinson Control | Ceo / Partner / Cco | 50-75% | 2014 |
| Emilio Leo Gonzalez | Partner | 10-25% | 2022 |
| Michael Kent Lemich | Partner | 10-25% | 2022 |
| Ryan Michael Schroer | President / Partner | 10-25% | 2025 |
Frequently asked questions
How much does Rfg Holdings Inc. manage?
Rfg Holdings Inc. reports $553.8 million in regulatory assets under management on its Form ADV.
How many employees does Rfg Holdings Inc. have?
Rfg Holdings Inc. reports 11 employees.
Where is Rfg Holdings Inc. located?
Rfg Holdings Inc. is based in Argyle, TX and has been SEC-registered since 2018.
Does Rfg Holdings Inc. disclose fund performance?
Rfg Holdings Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 130 Old Town Blvd. South, Suite 100, Argyle, TX 76226 |
| Phone | 940-464-4104 |
| Fax | 940-464-4107 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$553.8M▲ 49%
Feb '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,389 advisers
EmployeesTop 38%
More than 62% of 16,799 advisers
Assets under management
$553.8Mregulatory AUM
Discretionary $553.8M