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.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$1.0BItem 5.F on the latest filing (2026-01-27); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$1.0B

Private client RAUM

$1.0BderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$522Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

9

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

953

High net worth clients

953

SEC number

801-80481

CIK

166666

CRD

172173

Filings on the tape

35

First filed

Oct 9, 2014

Latest filed

Jan 27, 2026

Organised

Limited Liability Company, TX

Website

rpgadvisory.com

• Occurred

  Feb 6, 2019
  Control person joined

  Kristen Valentine (Chief Compliance Officer) appeared on Schedule A of Rpg Investment Advisory, Llc

  Form ADVobserved 4 days ago
• Occurred

  Oct 9, 2014
  First Form ADV filing

  Rpg Investment Advisory, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4855c4b9-42ce-4854-6dfc-e0813df5d8fe

First observed

Oct 9, 2014

Last observed

Jan 27, 2026 7 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.