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(Westlake, TX), with $5.13B and Fidelity Brokerage Services LLC (Smithfield, RI), with $2.62B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does RFG Advisory have?","answer":"RFG Advisory has 130 investment adviser representatives registered with state securities authorities, out of 360 employees, and 178 perform investment advisory functions. 81 employees are registered representatives of a broker-dealer and 156 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does RFG Advisory invest in?","answer":"At the end of its last fiscal year, RFG Advisory’s separately managed accounts held 77% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities, 5% cash and equivalents, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: Annuities, Insurance.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns RFG Advisory?","answer":"RFG Advisory is owned through a chain of holding companies by James Brown and Kevin Bhatt. Its direct owners are Bobby White, Frederick Wedell, Lrep III RFG Offshore Investors, LLC., Long Ridge Equity Partners III, LP and Shannon Spotswood, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 21 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does RFG Advisory get paid?","answer":"RFG Advisory is paid through a percentage of assets under management, hourly charges and fixed fees. 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