McKinney, TX 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 is a multi‑team registered investment adviser with roughly 178 advisors managing about $8 billion for more than 17,000 clients, including individuals, high‑net‑worth households, trusts, retirement plans and institutional accounts. The firm provides portfolio management, financial planning, retirement plan consulting, access to third‑party and proprietary model strategies, alternative investments and annuity management.
RFG typically manages client assets on a discretionary basis using a mix of actively managed and passive ETF/mutual‑fund models, direct indexing and tax‑aware strategies, with periodic rebalancing and a focus on risk‑managed sleeves. It operates an internal investment team and a model marketplace and uses multiple third‑party platforms (for example, SMArtX, iCapital/CAIS and Pontera) to implement unified managed accounts, participant solutions and alternative offerings.
Noteworthy aspects of the firm include its role as sub‑adviser to the Bluemonte family of ETFs and its willingness to manage assets for investment companies—capabilities that are uncommon among multi‑team advisers. The firm also provides services to state and municipal clients and supports Financial Advisors who hold insurance licenses and sell insurance/annuity products through affiliated and third‑party platforms, alongside curated access to private alternative investments and banking partnerships.
Based on RFG Advisory, LLC
Expertise
Based on RFG Advisory, LLC
Occupation focus
Based on RFG Advisory, LLC
Location
201 W. Virginia Street, Suite 102
McKinney TX 75069
Advisors at this office
2
Advisors at this office
Eric B
CFP®, Series 63
McKinney, TX
RFG Advisory, LLC
Eric Blake is a CFP® certificant with 27 years of industry experience, currently serving as an advisor at RFG Advisory, LLC since 2020. His prior roles include positions at Raymond James Financial Services and Legacy Texas Bank. Outside of his advisory work, he serves as treasurer for a children’s nonprofit and volunteers as a financial coach and committee member for various community organizations. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutions. The firm employs a mix of actively managed and passive strategies, tax-aware approaches, and alternatives, and is notable for its role as sub-adviser to the Bluemonte family of ETFs and its service to state and municipal clients.
Eric B
Series 65
McKinney, TX
RFG Advisory, LLC
Eric Blake is a financial advisor at RFG Advisory, LLC with a Series 65 designation and one year of industry experience. Prior to joining RFG Advisory, he worked at LMW Tax Solutions, Doodash, and Starbucks. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts using a mix of actively managed and passive strategies, including direct indexing and tax-aware approaches.
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