Douglas Nelson is a control person of RFG Advisory and directly owns under 5% of it.
RFG Advisory is an investment adviser based in Vestavia Hills, AL, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include investment companies, high-net-worth individuals and individual clients. Its regulatory assets under management total $7.97 billion, as filed on 21 September 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 8185096
- Firm
- RFG Advisory · CRD 158401
- Role
- CFO
- In role since
- November 2025 · under a year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Vestavia Hills, AL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Douglas Nelson work?
Douglas Nelson has been CFO of RFG Advisory, LLC since November 2025, and is a control person of the firm.
How can I verify Douglas Nelson’s record?
Douglas Nelson’s role is listed on RFG Advisory, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 158401.
