DFX Intelligence

Data Factory

RIA / WealthAdvisorChartered Financial Consultant23 years in industry

RYAN CHARLES REDFERN

Advisor at RGB CAPITAL GROUP

SAN DIEGO, CA | AUSTIN, TX | Austin, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:72122a90-86fc-1e20-bdc7-38d6b6d322a8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 10, 2005 to Sep 14, 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: RGB CAPITAL GROUP
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 8, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S66|S63
First exam: Apr 8, 2003
First registration: Jan 10, 2005
Dual registered: no
IAPD individual key: 4169279

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
RGB CAPITAL GROUP	State registered	Apr 15, 2024	n/a	yes	SAN DIEGO, CA\|Austin, TX	Current employment
SHADOWRIDGE ASSET MANAGEMENT, LLC	Independent wealth	May 4, 2012	n/a	yes	AUSTIN, TX	Current employment
LINCOLN INVESTMENT	Independent wealth	Jun 12, 2006	May 3, 2012	no	San Marcos, TX\|Fort Washington, PA\|AUSTIN, TX	Previous registration
GREAT AMERICAN ADVISORS, INC.	Former SEC adviser	May 20, 2005	Jun 12, 2006	no	CINCINNATI, OH	Previous registration
PMG ASSET MANAGEMENT INC	n/a	Jan 10, 2005	May 19, 2005	no	AUSTIN, 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
LINCOLN INVESTMENT	SHADOWRIDGE ASSET MANAGEMENT, LLC	May 3, 2012	May 4, 2012	1	Firm change	Other
GREAT AMERICAN ADVISORS, INC.	LINCOLN INVESTMENT	Jun 12, 2006	Jun 12, 2006	0	Firm change	Other
PMG ASSET MANAGEMENT INC	GREAT AMERICAN ADVISORS, INC.	May 19, 2005	May 20, 2005	1	Firm change	Other

Relationships

Registered with (5)

→ RGB CAPITAL GROUPRegistered adviserregistration: current employment
Apr 15, 2024 to presentfactForm ADV
→ SHADOWRIDGE ASSET MANAGEMENT, LLCRegistered adviserregistration: current employment
May 4, 2012 to presentfactForm ADV
→ LINCOLN INVESTMENTRegistered adviserregistration: previous registration
Jun 12, 2006 to May 3, 2012factForm ADV
→ GREAT AMERICAN ADVISORS, INC.Registered adviserregistration: previous registration
May 20, 2005 to Jun 12, 2006factForm ADV
→ PMG ASSET MANAGEMENT INCRegistered adviserregistration: previous registration
Jan 10, 2005 to May 19, 2005factForm ADV

Dated events

No dated event names this entity yet.