RBG Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$147,293,150
Clients
72
Advisors
4
of 4 employees
About
RBG Wealth Advisors LLC is an SEC-registered advisory firm managing roughly $154.8 million for about 72 clients, serving individuals including high‑net‑worth households as well as institutions and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, and may refer clients to third‑party advisers as part of its service mix.
The firm’s investment process uses a blend of methods — including fundamental, quantitative, technical, charting, cyclical analysis and modern portfolio theory — and emphasizes long‑term trading within client‑specific Investment Policy Statements that document goals and risk tolerance. RBGWA generally manages accounts on a discretionary basis, provides quarterly reporting, and charges asset‑based advisory fees.
A distinctive feature is the firm’s ownership structure: RBG SPE, LLC (the principal owner) is wholly owned by Reynolds Bone & Griesbeck P.L.C., an accounting firm, and the brochure discloses that the accounting firm may receive a share of revenues and refer clients, creating potential conflicts that are disclosed to clients. The firm also requires clients to custody assets at Schwab Institutional and maintains a typical $1,000,000 investable asset guideline (waivable at the firm’s discretion).
Client services
Expertise
Fee options
Fixed fees for stand-alone financial planning and consulting services, negotiable and based on scope of services
$0 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.75% $5,000,000 - $9,999,999: 0.50% $10,000,000 - $19,999,999: 0.35% $20,000,000 - And Up: 0.25%
Account minimum: $1,000,000
Main office
5100 Wheelis Dr, Suite 211
Memphis TN 38117
Advisors at this office
4
Most active in
Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Timothy E
CFP®, PFS™
Memphis, TN
RBG Wealth Advisors LLC
Timothy Ellis Jr. is a CFP® and PFS™ with 11 years of industry experience, currently serving as an advisor at RBG Wealth Advisors LLC since 2022. He previously worked at Waddell & Associates for eight years. In addition to his financial advisory work, Ellis is a partner involved in tax preparation and compliance for Grace & James Kids, LLC, an e-commerce manufacturer and retailer of children's clothing. RBG Wealth Advisors LLC manages approximately $155 million for individuals, high-net-worth households, institutions, and retirement plans. The firm employs a multi-method investment approach and provides discretionary portfolio management, financial planning, and retirement plan consulting.
Gregory D
CFP®, Series 66
Memphis, TN
RBG Wealth Advisors LLC
Gregory Davis is a CFP® with 12 years of industry experience and currently serves as an advisor at RBG Wealth Advisors LLC. His prior experience includes nine years at Century Wealth Management, LLC. Outside of his advisory role, he is involved with ARCO Collection Services LLC, where he participates in strategic planning and oversees operations and finances. RBG Wealth Advisors LLC provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, institutions, foundations, and pension plans. The firm employs diversified, long-term investment strategies using a range of securities and manages approximately $105 million in assets for 59 clients.
Lisa S
Series 65
Memphis, TN
RBG Wealth Advisors LLC
Lisa Shive is a financial advisor at RBG Wealth Advisors LLC with a Series 65 credential and three years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, Inc., The Avenue Memphis, FCG Investment Company, Financial Consulting Group Investment Company, Mid Atlantic Capital Corp., and Nuveen Asset Management. RBG Wealth Advisors LLC provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, institutions, foundations, and pension plans. The firm employs diversified investment strategies incorporating modern portfolio theory, quantitative and technical analysis, and fundamental research, managing approximately $105 million in assets for 59 clients.
Matthew S
Series 65
Memphis, TN
RBG Wealth Advisors LLC
Matthew Sullivan is a financial advisor at RBG Wealth Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining RBG Wealth Advisors, he worked at Reynolds, Bone & Griesbeck PLC for five years and has experience in retail and food service industries. RBG Wealth Advisors LLC manages approximately $154.8 million for about 72 clients, including high-net-worth individuals, institutions, and retirement plans. The firm employs a blend of fundamental, quantitative, technical, and cyclical analysis along with modern portfolio theory, focusing on long-term trading aligned with client-specific Investment Policy Statements.
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