RFG Advisory
RFG Advisory is a Birmingham, Alabama-based RIA platform with roughly $8B in assets under management that equips independent financial advisors with integrated technology, investment management, compliance, and capital solutions rather than making direct startup investments itself.
Birmingham · 1+ investments · 1 portfolio companies
- Headquarters
- Birmingham
- Founded
- 2003
- Website
- rfgadvisory.com
- AUM
- $8.0B
- Portfolio Company
- 1
- Total Investment
- 1
- Last Investment
- Jan 2026
- Geographic Focus
- United States
Indexed holds 1 portfolio company and 1 funding round for this investor. The full record is or through the API.
Overview
RFG Advisory is a Venture Capital firm based in Birmingham. It has made 1 investment, including Zocks.
Portfolio1
Co-investors6
Sign up to view co-investors
6 co-investors across 6 shared portfolio companies — who they back alongside, and how often they lead.
Venture Capital ×5 · Private Equity ×1 · 2 shared rounds
Investment History
Sign up to view investment history
Create a free account with 25 free credits every month, no card needed, to unlock deal history, amounts, and round details.
Your firm? Embed this profile
Add the live badge to your site — it stays current as your portfolio data updates.
<a href="https://indexed.vc/investors/rfg-advisory"><img src="https://indexed.vc/api/badge/investor/rfg-advisory" alt="RFG Advisory on Indexed.vc" width="260" height="76" /></a>