Destin, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
RFG Advisory, LLC
Multi-team
Firm-wide stats for RFG Advisory, LLC
About
RFG Advisory provides investment advisory and planning services to a broad client mix that includes individual and high‑net‑worth investors, retirement plans and plan participants, and select institutional clients such as investment companies and state or municipal government entities. Services described in the brochure include discretionary portfolio management, financial planning and consulting, retirement plan consulting, referrals to third‑party money managers, sub‑advisory services to exchange‑traded funds, and access to alternative investments and annuity platforms.
The firm’s investment delivery is primarily discretionary and leverages a range of model strategies and third‑party platforms: firm‑managed Bluemonte model portfolios (ETF and mutual‑fund based), direct indexing, SMArtX and other manager marketplaces, and participant‑facing retirement technology such as Pontera and Aspire for employer‑sponsored accounts. RFG also conducts ongoing supervisory and compliance oversight of affiliated and third‑party managers and states its role as an ERISA fiduciary when advising retirement accounts or plan sponsors.
Several features in the brochure distinguish RFG from many multi‑team peers: it acts as sub‑adviser to multiple Bluemonte ETFs and may invest client assets in those funds, it expressly serves investment company clients and state/municipal clients (both noted as less common among peers), and many advisors on the platform are also licensed to sell insurance products and use annuity management platforms. The firm further offers curated access to private and structured investments through providers such as iCapital/CAIS, supports 10b5‑1 trading plans and consolidates various services via custodial relationships and platform arrangements, with disclosures in the brochure about resulting conflicts and mitigation practices.
Based on RFG Advisory, LLC
Expertise
Based on RFG Advisory, LLC
Location
1234 Airport Road, Suite 121
Destin FL 32541
Advisors at this office
3
Advisors at this office
Mark D
Series 63, Series 65, Series 66
Destin, FL
RFG Advisory, LLC
Mark Dutram is a financial advisor at RFG Advisory, LLC with 32 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at LPL Financial for 16 years. Dutram is a trustee on the Destin Fire District Board of Pensions and serves as treasurer and board member of the Emerald Coast Estate Planning Council. He also contributes to financial education through the FMT Financial Educators Network at Northwest Florida College. RFG Advisory provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, and select institutional clients, utilizing a primarily discretionary investment approach with model strategies, third-party platforms, and curated access to alternative investments.
Gabriel C
Series 63, Series 65
Destin, FL
RFG Advisory, LLC
Gabriel Cook is a financial advisor at RFG Advisory, LLC with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Pinnacle Bank, Synovus Securities, Wells Fargo Clearing, and Elevate Financial Planning and Wealth Management. RFG Advisory provides investment advisory and planning services to a broad client base including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments through a range of model strategies and third-party platforms.
Jonathan S
CFP®, Series 66
Destin, FL
RFG Advisory, LLC
Jonathan Slater is a CFP®-certified financial advisor with 12 years of industry experience, currently practicing at RFG Advisory, LLC since 2019. His prior experience includes roles at Private Client Services, LPL Financial, and First City Bank. Outside of his advisory work, he serves as board chair for AMI Kids Emerald Coast, a nonprofit focused on GED and vocational support for at-risk children. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs primarily discretionary investment strategies, utilizing model portfolios, third-party platforms, and serves as sub-adviser to multiple ETFs, with additional offerings including retirement technology and access to alternative investments.
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