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Chief Investment Officer · RFG Advisory, LLC

Frederick G. Wedell

CRD 6701615 · 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 Frederick G. Wedell on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

  • RFG Advisory, LLCChief Investment OfficerWealth manager · Vestavia Hills, AL · $8.0B in regulatory assets

AtlasMembers

Frederick’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
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Frederick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.