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Ryan Griffin Ledden

Rfg Advisory, LLC

Vestavia Hills, AL

Alpharetta, GA

CRD 6063267

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Employer firm

Rfg Advisory, LLC CRD 158401

$7.97B regulatory AUM 12 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Rfg Advisory, Llc

1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-03-03
TX RA APPROVED 2026-02-27
  • GA RA
    APPROVED
    Since 2026-03-03
  • TX RA
    APPROVED
    Since 2026-02-27

Branch Locations

1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States

6110 Mcfarland Station Drive Suite 1006, Alpharetta, GA 30004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Silver Oak Securities Inc Jackson TN 11/2014 03/2026
Rfg Advisory Llc Dba Black Oak Asset Management Alpharetta GA 02/2026 Present
Private Client Services Alpharetta GA 03/2026 Present
  • 11/2014 → 03/2026
    Silver Oak Securities Inc
    Jackson, TN
  • 02/2026 → Present
    Rfg Advisory Llc Dba Black Oak Asset Management
    Alpharetta, GA
  • 03/2026 → Present
    Private Client Services
    Alpharetta, GA
Previous Registrations
  • 2014-12-04 → 2026-03-02
    Ponte Vedra, FL
    Alpharetta, GA
    Atlanta, GA
    Jackson, TN
    Jackson, TN
    Cartersville, GA
    Lawrenceville, GA
  • 2013-08-26 → 2014-12-31
    Resource Horizons Investment Advisory, Inc.
    Atlanta, GA
  • 2013-07-23 → 2013-08-26
    Legend Advisory, Llc
    Monroe, GA
    Palm Beach Gardens, FL
Other Businesses

1) Black Oak Asset Management (DBA),Is Investment Related,,6110 McFarland Station Dr., Suite 1006, Alpharetta, GA 30004 "Securities, advisory, & Insurance", President/Owner,02/27/2026,160 hours per month, 160 hours per month during trading hours, Fee Based Compensation, "President/owner of a financial planning firm that invests for clients, advisory, & potential insurance products for our clients." 2) Ryan Ledden has real estate rental income. Not investment related. 7540 Heardsville Circle, Cumming GA, 30028. Begin date January 2017, 1 hour per month, 0 hours during trading hours 3) Ledden Wealth Advisory LLC, Is Investment Related, registered location, Separate business entity, Owner,2017-07-01,200 hours per month,200 hours per month during trading hours,Fee Based Compensation,This is my business entity for conducting business as an advisor. 4) RFG Advisory, LLC; YES; 1400 Urban Center, Ste 475, Vestavia Hills, AL 35242; RIA; 160 hrs/mo; 160 during trading hrs.; RIA Affiliate; Investment Advisor Representative. 5) Pinnacle; Investment Related; 12724 Gran Bay Pkwy, Bldg 1, Ste 150, Jacksonville, FL 32258; Insurance Investments; Agent; 03/02/2026; 80 hrs/mo; 80 hrs/month during trading hours; advice on insurance investment products.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-07-22
S63 Uniform Securities Agent State Law Examination 2012-12-01
  • S65 Uniform Investment Adviser Law Examination
    2013-07-22
  • S63 Uniform Securities Agent State Law Examination
    2012-12-01
Designations
  • Certified Financial Planner

View on SEC IAPD

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