Rfg Holdings Inc.
- Regulatory AUM
- $477M
- Discretionary
- $477M
- Clients
- 446
- Avg AUM / client
- $1.1M
- Accounts
- 1,345
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 266 | $63.6M | 13.3% |
| High net worth individuals | 147 | $395M | 82.8% |
| Charitable organizations | 2 | $877K | 0.18% |
| Corporations and other businesses | 31 | $17.5M | 3.66% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Todd Robinson | President/Cco/Owner | Chartered Financial Consultant | Jul 2014 (12y) | 75% or more |
| Emilio Leo Gonzalez | Owner | Oct 2016 (10y) | 10% – 25% | |
| Michael Kent Lemich | Owner | CFP | Jul 2018 (8y) | 5% – 10% |
| Michael Scott Tull | Registered representative | Nov 2025 (1y) | ||
| Peter Bennet Mc Cleskey | Registered representative | Jun 2026 (0y) | ||
| Ryan Michael Schroer | Registered representative | Jun 2026 (0y) | ||
| Jessica Rae Fairchild | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/11/2026 | 903 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $474M (99% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 11, 2026.
View current Form ADV (SEC/IAPD) ↗