Managing Member and Executive Chairman · RFG Advisory, LLC
Bobby R. White
CRD 3095184 · Named on Form ADV at one SEC-registered adviser
At a glance
RFG Advisory, LLC, an SEC-registered wealth manager based in Vestavia Hills, AL with $8.0 billion in regulatory assets, lists Bobby R. White on its Form ADV as Managing Member and Executive Chairman, a control person.
Firms and roles
- RFG Advisory, LLCManaging Member and Executive ChairmanWealth manager · Vestavia Hills, AL · $8.0B in regulatory assets
AtlasMembers
Bobby’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Frederick G. WedellChief Investment Officer, RFG Advisory, LLC
- Richard H. OhlrichChief Compliance Officer, RFG Advisory, LLC
- Shannon P. SpotswoodChief Executive Officer, RFG Advisory, LLC
- Edward C. SwensonPresident, RFG Advisory, LLC
- Douglas S. NelsonCFO, RFG Advisory, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bobby’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.