SourcingSourcing

RBG WEALTH ADVISORS LLC

C40
CRD 319486·SEC 801-131678·MEMPHIS, TN
AUM
$154.8M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$464K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RBG WEALTH ADVISORS LLC
CRD
319486
SEC file #
801-131678
EIN
—
DBA names
—

Economics

AUM
$154.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$105.0M → $154.8M▲ +47%
Client mix
Individuals High Net Worth46
Individuals Other26
Corporations7
Pension Profit Sharing Plans1

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
3 advisors → 4 advisors▲ +33%
Primary office
MEMPHIS TN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
facebook.com/rbgwealthadvisors(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RBG SPE, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
RBG SPE, LLC
DAVIS, GREGORY, O'NEAL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:rbg.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3427
Soi Zip Pct 200k Plus
0.1585
Soi Zip Returns 200k Plus
2090
Soi Zip Total AGI
2,246,310
Fdic Zip Total Deposits
30,361,099,000
Fdic Zip Branch Count
450
Fdic Zip Top Banks
Regions Bank
First Tennessee Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
First American National BankMemphis, TN
First American National BankMemphis, TN
Fdic Zip HHI
1094.05
Fdic Zip Top Bank Share Pct
25.54
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI33,839
Returns2,680
Stub 2
AGI94,538
Returns2,540
Stub 3
AGI130,133
Returns2,110
Soi Zip Total Business Income
100,131
Soi Zip Total Cap Gains
317,072
Soi Zip Total Dividends
115,917
Soi Zip Total Returns
13,190
Trust Company Affiliate
No

People (4)

4
DAVIS, GREGORY, O'NEAL
IAR · Direct Owner · 17.5%
6104801
ELLIS, TIMOTHY, WAYNE
IAR · Direct Owner · 17.5%
6447695
Matthew Peter Sullivan
IAR
8235474
Lisa Marie Shive
IAR
6484194