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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does RFG Holdings have?","answer":"RFG Holdings has 4 investment adviser representatives registered with state securities authorities, out of 9 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","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 Holdings invest in?","answer":"At the end of its last fiscal year, RFG Holdings’ separately managed accounts held 92% exchange-traded equities, 8% registered funds (mutual funds, ETFs, BDCs) and 1% state and local bonds.","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 Holdings?","answer":"RFG Holdings’ direct owners are Christopher Robinson (50% to 75%), Emilio Gonzalez (10% to 25%), Michael Lemich (10% to 25%) and Ryan Schroer (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 11 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does RFG Holdings get paid?","answer":"RFG Holdings is paid through a percentage of assets under management and fixed fees. 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on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}