RIA Intel›Advisers›Texas›RJG FINANCIAL, LLC.

RJG FINANCIAL, LLC.

Advisory

DALLAS, TX

Data as of Mar 4, 2026 · Source: SEC Form ADV

Rank in TX
#1,653
of 2,813 advisers by AUM
Average account
$239K
across 255 accounts
AUM per adviser
$61M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 4, 2026.

Total AUM
$61M
Discretionary %
91.2%
Clients
62
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$61M
Discretionary AUM$56M
Non-Discretionary AUM$5M
Discretionary %91.2%
Total Clients62
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

BAYROCK FINANCIAL, L.L.C.
$61M
THE CHAD GOLSETH AGENCY, INC
COLLEYVILLE, TX
$61M
JOHN HOWARD RUSSELL
LUBBOCK, TX
$61M
+33.2% 1Y
CHOICE ADVISORY GROUP, INC.
AUSTIN, TX
$61M
0.0% 1Y
BAYNES INVESTMENT COUNSEL LLC
FORT WORTH, TX
$61M
HAMILTON FINANCIAL PLANNING, LLC
LAKEWAY, TX
$61M

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