RFG Advisory - Crunchbase Company Profile & Funding

Q: Who invested in RFG Advisory?

RFG Advisory is funded by Long Ridge Equity Partners.

Q: When was the last funding round for RFG Advisory?

RFG Advisory closed its last funding round on obfuscated from a Private Equity round.

Overview

RFG Advisory

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

Learn more.

Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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+3 more milestones

See more interactive data and historical milestones on desktop for the best experience

About RFG Advisory

CB Rank

95635

RFG Advisory is an RIA firm that furnishes an integrated platform to support and enable advisors to sustain themselves in the business.

Founded

obfuscation

Private

Private Equity

Vestavia Hills, Alabama, United States

101-250

www.rfgadvisory.com/

Advice

Consulting

Financial Services

Funding Rounds

Private Equity

OBF

obfuscation

Key People

John Taylor: Financial Advisor
Kenneth Kim: CFO
Past Role: Aliya Financial Technologies, COO

Details

Legal Name

RFG Advisory, LLC

Operating Status

Active

Company Type

For Profit

Phone Number

+1 205-397-2450

Predictions & Insights

Growth Insight

See this Growth Insight

RFG Advisory is

Lorem

to be growing

Top Contributing Factors

Recently Raised Funding

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Key Employee Changes

Products & Services

Transition Support

Assistance with moving your business to RFG, buying other advisory businesses, or creating a succession plan.

State of the Art Technology

An integrated technology platform designed to drive efficiency and scale for advisors.

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Financials

Company Funding

Funding Rounds

Investors

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - RFG Advisory	1	obfuscated obfuscation	Long Ridge Equity Partners	Private Equity
obfuscated obfuscation	Private Equity Round - RFG Advisory	1	obfuscated obfuscation	Long Ridge Equity Partners	Private Equity
obfuscated obfuscation	Private Equity Round - RFG Advisory	1	obfuscated obfuscation	Long Ridge Equity Partners	Private Equity
obfuscated obfuscation	Private Equity Round - RFG Advisory	1	obfuscated obfuscation	Long Ridge Equity Partners	Private Equity
obfuscated obfuscation	Private Equity Round - RFG Advisory	1	obfuscated obfuscation	Long Ridge Equity Partners	Private Equity

Funding Rounds

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - RFG Advisory	1	obfuscated obfuscation	Long Ridge Equity Partners	Private Equity
obfuscated obfuscation	Private Equity Round - RFG Advisory	1	obfuscated obfuscation	Long Ridge Equity Partners	Private Equity
obfuscated obfuscation	Private Equity Round - RFG Advisory	1	obfuscated obfuscation	Long Ridge Equity Partners	Private Equity
obfuscated obfuscation	Private Equity Round - RFG Advisory	1	obfuscated obfuscation	Long Ridge Equity Partners	Private Equity
obfuscated obfuscation	Private Equity Round - RFG Advisory	1	obfuscated obfuscation	Long Ridge Equity Partners	Private Equity

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
Long Ridge Equity Partners	Yes	Private Equity Round - RFG Advisory	Jim Brown
Long Ridge Equity Partners	Yes	Private Equity Round - RFG Advisory	Jim Brown
Long Ridge Equity Partners	Yes	Private Equity Round - RFG Advisory	Jim Brown
Long Ridge Equity Partners	Yes	Private Equity Round - RFG Advisory	Jim Brown
Long Ridge Equity Partners	Yes	Private Equity Round - RFG Advisory	Jim Brown

Investments

Investment Breakdown

Number of Investments

Number of Acquisitions

See investment data for this company, with details on deal size, industry, stage, and more.

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	Zocks	—	Series B - Zocks	obfuscated obfuscation
obfuscated obfuscation	Zocks	—	Series B - Zocks	obfuscated obfuscation
obfuscated obfuscation	Zocks	—	Series B - Zocks	obfuscated obfuscation
obfuscated obfuscation	Zocks	—	Series B - Zocks	obfuscated obfuscation
obfuscated obfuscation	Zocks	—	Series B - Zocks	obfuscated obfuscation

Investment Breakdown

Number of Investments

Number of Acquisitions

See investment data for this company, with details on deal size, industry, stage, and more.

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	Zocks	—	Series B - Zocks	obfuscated obfuscation
obfuscated obfuscation	Zocks	—	Series B - Zocks	obfuscated obfuscation
obfuscated obfuscation	Zocks	—	Series B - Zocks	obfuscated obfuscation
obfuscated obfuscation	Zocks	—	Series B - Zocks	obfuscated obfuscation
obfuscated obfuscation	Zocks	—	Series B - Zocks	obfuscated obfuscation