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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst28 years in industry

JONATHAN CLINTON CAMPBELL

Advisor at RFG ADVISORY, LLC

Franklin, TN | VESTAVIA HILLS, AL

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Search this name across graphsid dfx:ria:469118eb-4bc0-8366-a5ac-4a3b4e36a801

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Oct 5, 2001 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RFG ADVISORY, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 17, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S63|S65
First exam: Dec 17, 1997
First registration: Oct 5, 2001
Dual registered: no
Other names: Clint Campbell
IAPD individual key: 2975938

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RFG ADVISORY, LLC	Independent wealth	Sep 8, 2025	n/a	yes	Franklin, TN\|VESTAVIA HILLS, AL	Current employment
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	Institutional manager	Apr 19, 2022	Oct 14, 2025	no	Frankline, TN\|Franklin, TN\|NEWPORT BEACH, CA	Previous registration
CAPITAL ONE INVESTING, INC.	Former SEC adviser	Oct 11, 2018	Apr 14, 2022	no	Highlands Ranch, CO\|Franklin, TN\|Franklin, TN\|Franklin, TN\|MCLEAN, VA	Previous registration
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Apr 11, 2016	Jul 31, 2018	no	Lone Tree, CO	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Jan 9, 2013	Apr 4, 2016	no	AUSTIN, TX	Previous registration
FIRST INDEPENDENT ADVISORY SERVICES, INC.	n/a	Dec 16, 2009	Jan 7, 2013	no	AUSTIN, TX\|TULSA, OK	Previous registration
OSAIC FA, INC.	Former SEC adviser	Nov 19, 2003	Dec 16, 2009	no	SAN ANTONIO, TX\|AUSTIN, TX\|SAN ANTONIO, TX\|SAN ANTONIO, TX\|SAN ANTONIO, TX\|SAN ANTONIO, TX	Previous registration
1ST GLOBAL ADVISORS INC	Former SEC adviser	Oct 5, 2001	Jul 11, 2003	no	DALLAS, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	RFG ADVISORY, LLC	Oct 14, 2025	Sep 8, 2025	-36	Firm change after gap	Other
CAPITAL ONE INVESTING, INC.	CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	Apr 14, 2022	Apr 19, 2022	5	Firm change	Other
SCHWAB WEALTH ADVISORY, INC.	CAPITAL ONE INVESTING, INC.	Jul 31, 2018	Oct 11, 2018	72	Firm change	Ibd to RIA
CUSO FINANCIAL SERVICES, L.P.	SCHWAB WEALTH ADVISORY, INC.	Apr 4, 2016	Apr 11, 2016	7	Firm change	Other
FIRST INDEPENDENT ADVISORY SERVICES, INC.	CUSO FINANCIAL SERVICES, L.P.	Jan 7, 2013	Jan 9, 2013	2	Firm change	Other
OSAIC FA, INC.	FIRST INDEPENDENT ADVISORY SERVICES, INC.	Dec 16, 2009	Dec 16, 2009	0	Firm change	Other
1ST GLOBAL ADVISORS INC	OSAIC FA, INC.	Jul 11, 2003	Nov 19, 2003	131	Firm change	Other

Relationships

Registered with (8)

→ RFG ADVISORY, LLCRegistered adviserregistration: current employment
Sep 8, 2025 to presentfactForm ADV
→ CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 19, 2022 to Oct 14, 2025factForm ADV
→ CAPITAL ONE INVESTING, INC.Registered adviserregistration: previous registration
Oct 11, 2018 to Apr 14, 2022factForm ADV
→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Apr 11, 2016 to Jul 31, 2018factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Jan 9, 2013 to Apr 4, 2016factForm ADV
→ FIRST INDEPENDENT ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Dec 16, 2009 to Jan 7, 2013factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Nov 19, 2003 to Dec 16, 2009factForm ADV
→ 1ST GLOBAL ADVISORS INCRegistered adviserregistration: previous registration
Oct 5, 2001 to Jul 11, 2003factForm ADV

Dated events

Occurred
Oct 14, 2025
Advisor changed firm
Jonathan Clinton Campbell left Creative Planning Institutional Advisors, Llc for Rfg Advisory, Llc (registered 2025-09-08)
Form ADVobserved 4 days ago
Occurred
Apr 14, 2022
Advisor changed firm
Jonathan Clinton Campbell left Capital One Investing, Inc. for Creative Planning Institutional Advisors, Llc (registered 2022-04-19)
Form ADVobserved 4 days ago