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RFG Advisory
RFG Advisory is a fully supported independent RIA platform headquartered in Birmingham, Alabama, designed to help independent financial advisors build and grow their businesses.
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RFG Advisory at a glance
RFG Advisory is a company headquartered in United States. Its most recent funding round, Growth, closed in August 2023. Xcout tracks 11 named people at RFG Advisory, including Shannon Spotswood (CEO).
RFG Advisory leadership
- Shannon SpotswoodCEO
- Ed SwensonPresident
- Doug NelsonChief Financial Officer
- Rick OhlrichChief Compliance Officer
- Rick WedellChief Investment Officer
- Bobby WhiteExecutive Chairman
5 more named people on record for RFG Advisory, with roles, board committees and tenure — see the full roster →
RFG Advisory funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| Growth | Undisclosed | 1 named |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Investors
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More on RFG Advisory in Xcout Intel
- 11 named people with titles, LinkedIn and board committees
- 1 funding round with the investors in each, and who they co-invest with
- The full competitor set, tracking, exports and API access