Nicholas Blake Morgan

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 07/2019
  Christy Capital Mgmt
  Macon, GA
• 12/2015 → Present
  Assurity Life Ddp Credit
  Lincoln, NE
• 01/2016 → 01/2018
  South Gwinnett Baptist Church
  Loganville, GA
• 07/2019 → Present
  Silver Oak Securities, Inc.
  Jackson, TN
• 02/2026 → Present
  Rfg Advisory Llc Dba Black Oak Asset Management
  Macon, GA

Previous Registrations

• 2019-07-18 → 2026-03-02
  Silver Oak Securities, Incorporated
  Forsyth, GA
  Jackson, TN
  Alpharetta, GA
  Macon, GA
  Macon, GA
  Lawrenceville, GA
  Alpharetta, GA
• 2016-07-27 → 2019-07-17
  Christy Capital Management, Inc.
  Grayson, GA
  Macon, GA
• 2016-07-06 → 2016-07-21
  Park Avenue Securities Llc
  Johns Creek, GA

Other Businesses

1) Black Oak Asset Management - Investment Related - 1305 Hardeman Ave Ste 200, Macon, GA 31201 - Sell Insurance & FIA products, Insurance Agent - 02/2026 - 80hours per month,80 hours per month during trading hours - DBA for RIA Affiliation 2) 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. 3) Ingleside Baptist Church, NOT Investment Related,,"Leadership, Decision Making","Chair of Overseers, Overseer Chair",2019-10-01,12 hours per month,0 hours per month during trading hours,No Compensation Compensation,Decision Making with the other Overseers as well as Senior Pastor. 4) Mid-State Baptist Association,Is Not Investment Related,"P O Box 27674, , MACON, GA, 31221, United States",PASTOR,ASSOCIATIONAL MISSION STRATEGIST,1/1/2026,80 hours per month,0 hours per month during trading hours,Salary Compensation,I will be a Pastor for Pastors. 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

• S66 Uniform Combined State Law Examination
  2016-05-23

Other Names

• Nicholas Blake Morgan
• Nicholas B Morgan