# RL Wright & Associates, LLC

> RL Wright & Associates, LLC is a state-registered investment advisory firm in Savannah, GA, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 171032
- Filed as: RL WRIGHT & ASSOCIATES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Savannah, GA
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171032
- AdvisorCensus page: https://advisorcensus.com/firm/rl-wright-and-associates-llc-savannah-ga-171032

## Quick answers

**How is RL Wright & Associates, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), RL Wright & Associates, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is RL Wright & Associates, LLC located?**
RL Wright & Associates, LLC's principal office is in Savannah, GA, according to its Form ADV.

**Is RL Wright & Associates, LLC registered with the SEC or a state?**
RL Wright & Associates, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171032.

**How much does RL Wright & Associates, LLC manage?**
RL Wright & Associates, LLC reports $5,200,000 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (87% discretionary).

**What types of clients does RL Wright & Associates, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11).

**Does RL Wright & Associates, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/171032

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $5,200,000
- Discretionary: $4,500,000
- Non-discretionary: $700,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $5,200,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RL Wright & Associates, LLC (CRD 171032): Form ADV filing data as of October 2026.