RFG ADVISORY GROUP LLC Overview
Rfg Advisory Group Llc is an investment advisor that manages 291 MM dollars in regulatory AUM and has 30 employees, of which 30 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 06/30/19. The fund's latest filing disclosed 84MM in positions, representing 29% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 06/30/19. The fund's latest filing disclosed 84MM in positions, representing 29% of the manager's regulatory AUM.
RFG ADVISORY GROUP LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
RFG ADVISORY GROUP LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 9.47% | ETF | 1.31% | -0% | 0 | 9% | ||
| IVW | 5.71% | ETF | 0.63% | -0.05% | 0 | 2% | ||
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FEATURED IN
RFG ADVISORY GROUP LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Bobby R. White | Managing Member | July-2011 |
| Brian A. Ryals | Managing Member | July-2011 |
| Hamilton P. Poynor | Managing Member And Chief Compliance Officer | July-2011 |
RFG ADVISORY GROUP LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
RFG ADVISORY GROUP LLC Investment Strategy
RFG ADVISORY GROUP LLC Portfolio Concentration
RFG ADVISORY GROUP LLC Location
1100 CORPORATE DRIVE
SUITE 100
BIRMINGHAM, Alabama
UNITED STATES, 35242
SUITE 100
BIRMINGHAM, Alabama
UNITED STATES, 35242
RFG ADVISORY GROUP LLC Contact Information
Phone Number: 205-397-2450
Fax Number: 205-397-2460
Website: null
Fax Number: 205-397-2460
Website: null
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