Robert McCauley is a control person of RPG Family Wealth Advisory and directly owns under 5% of it.
RPG Family Wealth Advisory is an investment adviser based in Burlington, MA, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $701 million, as filed on 24 April 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6241700
- Firm
- RPG Family Wealth Advisory · CRD 158528
- Role
- Chief Financial Officer
- In role since
- April 2013 · 13 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Burlington, MA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert McCauley work?
Robert McCauley has been Chief Financial Officer of RPG Family Wealth Advisory, LLC since April 2013, and is a control person of the firm.
How can I verify Robert McCauley’s record?
Robert McCauley’s role is listed on RPG Family Wealth Advisory, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 158528.
