DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jonathan Clinton Campbell

Rfg Advisory, LLCindependent RIAFranklin, Tn IA-onlyIAPD 2975938

Certified Financial Planner · Chartered Financial Analyst

Feed of 09/15/2026

Also filed as Clint Campbell

At current firm

1 y

since Sep 8, 2025

In the industry

28 y

since Dec 17, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Rfg Advisory, LLC independent RIA current
since Sep 8, 2025 · Franklin, Tn
Creative Planning Institutional Advisors, LLC institutional
Apr 19, 2022 to Oct 14, 2025 · Frankline, Tn
Capital One Investing, Inc. former
Oct 11, 2018 to Apr 14, 2022 · Highlands Ranch, Co
Schwab Wealth Advisory, Inc. no RAUM
Apr 11, 2016 to Jul 31, 2018 · Lone Tree, Co
Cuso Financial Services, L.P. former
Jan 9, 2013 to Apr 4, 2016 · Austin, Tx
First Independent Advisory Services, Inc. unclassified
Dec 16, 2009 to Jan 7, 2013 · Austin, Tx
Osaic Fa, Inc. former
Nov 19, 2003 to Dec 16, 2009 · San Antonio, Tx
1st Global Advisors Inc former
Oct 5, 2001 to Jul 11, 2003 · Dallas, Tx

Moves

a registration end followed by a registration begin elsewhere

Creative Planning Institutional Advisors, LLC to Rfg Advisory, LLC
left Oct 14, 2025, registered Sep 8, 2025 (-36 days) · Other
Capital One Investing, Inc. to Creative Planning Institutional Advisors, LLC
left Apr 14, 2022, registered Apr 19, 2022 (5 days) · Other
Schwab Wealth Advisory, Inc. to Capital One Investing, Inc.
left Jul 31, 2018, registered Oct 11, 2018 (72 days) · Affiliated broker-dealer or bank to independent RIA
Cuso Financial Services, L.P. to Schwab Wealth Advisory, Inc.
left Apr 4, 2016, registered Apr 11, 2016 (7 days) · Other
First Independent Advisory Services, Inc. to Cuso Financial Services, L.P.
left Jan 7, 2013, registered Jan 9, 2013 (2 days) · Other
Osaic Fa, Inc. to First Independent Advisory Services, Inc.
left Dec 16, 2009, registered Dec 16, 2009 (0 days) · Other
1st Global Advisors Inc to Osaic Fa, Inc.
left Jul 11, 2003, registered Nov 19, 2003 (131 days) · Other

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address