RPG Investment Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
RPG Investment Advisory, LLC provides portfolio management and financial planning services to individual clients, with an explicit focus on high-net-worth persons. The firm’s Form ADV discloses continuous discretionary management of about $1.04 billion in client assets and offers both discretionary and non-discretionary advisory arrangements as well as modular and single-subject financial planning.
The firm deploys firm-developed model portfolios organized into Income, Balanced, and Growth strategies, using fundamental and technical analysis to select and rebalance holdings based on each client’s objectives and risk tolerance. RPG’s disclosures also note the use of margin, options trading, and, in specific cases after discussion with clients, leveraged or inverse ETFs as part of its strategy toolbox.
Compared with peers, RPG is notable for the concentration of assets and relationships it reports: managing roughly $1.04 billion across a large number of client relationships, which results in an unusually high amount of assets and client relationships per adviser. Operationally, the firm requires clients to custody assets at Interactive Brokers or Charles Schwab and informs clients that it does not vote proxies on their behalf, leaving voting responsibility with the client.
Client services
Expertise
Fee options
Negotiable fixed fee ranging between $600 and $1,800 for financial planning services
Up to 1.25% per annum, fees are negotiable
Negotiable hourly rate of $250.00 for financial planning services
Fee-only: Negotiable hourly rate of $250.00 or negotiable fixed fee ranging between $600 and $1,800 for financial planning services
Main office
6600 Koll Center Pkwy., #100
Pleasanton CA 94566
Advisors at this office
2
Most active in
Alabama · Arizona · California · Florida · Louisiana · Mississippi · Nebraska · Nevada · New Hampshire · Oregon · Texas · Utah · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Advisors at this firm
Robert V
Series 66
Pleasanton, CA
RPG Investment Advisory, LLC
Robert Valentine is a Series 66-licensed financial advisor with 14 years of industry experience. He has been with RPG Investment Advisory, LLC since 2014. The firm provides portfolio management and financial planning services primarily to high-net-worth individuals, managing approximately $1.04 billion in client assets. RPG uses firm-developed model portfolios and employs both fundamental and technical analysis to tailor investment strategies based on client objectives and risk tolerance.
Matthew V
Series 63, Series 65
Pleasanton, CA
RPG Investment Advisory, LLC
Matthew Vera is a financial advisor at RPG Investment Advisory, LLC with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has been with RPG Investment Advisory since 2014. RPG Investment Advisory provides portfolio management and financial planning services to high-net-worth individuals. The firm employs firm-developed model portfolios and combines fundamental and technical analysis to manage approximately $1.04 billion in client assets across discretionary and non-discretionary arrangements.
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