# RBG Wealth Advisors LLC > RBG Wealth Advisors LLC is an SEC-registered investment advisory firm in Memphis, TN, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026. - CRD: 319486 - Filed as: RBG WEALTH ADVISORS LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Memphis, TN - Filing period: October 2026 - Form ADV filing dated: March 17, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/319486 - AdvisorCensus page: https://advisorcensus.com/firm/rbg-wealth-advisors-llc-memphis-tn-319486 ## Quick answers **How is RBG Wealth Advisors LLC compensated?** On its Form ADV (Item 5.E, October 2026), RBG Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management. **Where is RBG Wealth Advisors LLC located?** RBG Wealth Advisors LLC's principal office is in Memphis, TN, according to its Form ADV. **Is RBG Wealth Advisors LLC registered with the SEC or a state?** RBG Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 319486. **How much does RBG Wealth Advisors LLC manage?** RBG Wealth Advisors LLC reports $154,758,579 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (95% discretionary). **How have RBG Wealth Advisors LLC's assets and staff changed since 2025?** In the Form ADV data for RBG Wealth Advisors LLC: Regulatory assets under management: $105,016,228 in the October 2025 data and $154,758,579 in the October 2026 data, up 47%. Total employees: 3 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does RBG Wealth Advisors LLC serve?** By number of clients on Form ADV Item 5.D: high net worth individuals (46); individuals (other than high net worth individuals) (26); corporations or other businesses not listed above (7). **Which custodians does RBG Wealth Advisors LLC use?** RBG Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets. **Does RBG Wealth Advisors LLC report any disciplinary disclosures?** Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/319486 **Does RBG Wealth Advisors LLC state an account minimum?** Its Form ADV Part 2A brochure dated March 17, 2026 says: "Generally, RBGWA has a client minimum of $1,000,000 in investable assets. However, this requirement may be waived at RBGWA’s discretion." **What changed in RBG Wealth Advisors LLC's recent Form ADV filings?** In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $105,016,228 to $154,758,579 (+47%). ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management ### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026) - Account minimum: $1,000,000 (the brochure says it may be waived or negotiated) > Generally, RBGWA has a client minimum of $1,000,000 in investable assets. However, this requirement may be waived at RBGWA’s discretion. As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - Charles Schwab & Co., Inc. Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian. ### Regulatory assets under management (Item 5.F) - Total: $154,758,579 - Discretionary: $146,572,491 - Non-discretionary: $8,186,088 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 26 | $9,692,889 | | High net worth individuals | 46 | $137,600,261 | | Banking or thrift institutions | 0 | $0 | | Investment companies | 0 | $0 | | Business development companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $963,552 | | Charitable organizations | 0 | $0 | | State or municipal government entities (including government pension plans) | 0 | $0 | | Other investment advisers | 0 | $0 | | Insurance companies | 0 | $0 | | Sovereign wealth funds and foreign official institutions | 0 | $0 | | Corporations or other businesses not listed above | 7 | $6,501,877 | | Other | 0 | $0 | ### Advisory services (Item 5.G) - Financial planning services - Portfolio management for individuals and/or small businesses ### Firm details - Registered since: 2024 (1 year) - Employees: 4 total, 4 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: TN, TX - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - rbgwa.com - Facebook @rbgwealthadvisors - LinkedIn @rbg-wealth-advisors - X @RBGwealth901 ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2025 | $105,016,228 | 3 | January 14, 2025 | | October 2026 | $154,758,579 | 4 | March 17, 2026 | Regulatory assets under management: $105,016,228 in the October 2025 data and $154,758,579 in the October 2026 data, up 47%. Total employees: 3 in October 2025 and 4 in October 2026. ## Changes in the filing (last 12 months) ### April 2026 - Employees performing advisory functions went from 3 to 4. - Regulatory assets under management went from $105,016,228 to $154,758,579 (+47%). ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RBG Wealth Advisors LLC (CRD 319486): Form ADV filing data as of October 2026.