Rbg Wealth Advisors Llc
- Regulatory AUM
- $155M
- Discretionary
- $147M
- Clients
- 80
- Avg AUM / client
- $1.9M
- Accounts
- 329
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 26 | $9.7M | 6.26% |
| High net worth individuals | 46 | $138M | 88.9% |
| Pension and profit sharing plans | 1 | $964K | 0.62% |
| Corporations and other businesses | 7 | $6.5M | 4.2% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gregory O'neal Davis | Chief Executive Officer And Chief Compliance Officer | CFP | Feb 2022 (5y) | 10% – 25% |
| Timothy Wayne Ellis | Chief Investment Officer | CFP Personal Financial Specialist | Feb 2022 (5y) | 10% – 25% |
| Lisa Marie Shive | Registered representative | Sep 2024 (2y) | ||
| Matthew Peter Sullivan | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Rbg Spe, Llc | Member | Feb 2022 | A | 75% or more |
| Reynolds, Bone & Griesbeck P.L.C. | Member | Feb 2022 | B | ≈ 56.25% – 100% via Rbg Spe, Llc |
Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Reynolds, Bone & Griesbeck P.L.C.: 75% – 100% of Rbg Spe, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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) | 03/17/2026 | 988 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $135M (87% of AUM) Mar 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: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗