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Autumn Mower

Rfg Advisory, LLC

Vestavia Hills, AL

Alpharetta, GA

CRD 7331202

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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 2026-03-10
TX RA APPROVED_RES 2026-03-03
  • GA RA
    APPROVED
    Since 2026-03-10
  • TX RA
    APPROVED_RES
    Since 2026-03-03

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 01/2021 Present
Myriad Genetics Alpharetta GA 10/2013 Present
Black Oak Alpharetta GA 01/2021 Present
Rfg Advisory Llc Dba Black Oak Asset Management Alpharetta GA 02/2026 Present
  • 01/2021 → Present
    Silver Oak Securities, Inc.
    Jackson, TN
  • 10/2013 → Present
    Myriad Genetics
    Alpharetta, GA
  • 01/2021 → Present
    Black Oak
    Alpharetta, GA
  • 02/2026 → Present
    Rfg Advisory Llc Dba Black Oak Asset Management
    Alpharetta, GA
Previous Registrations
Other Businesses

1 - Black Oak Asset Management, DBA for marketing purposes, investment related, 6110 McFarland Station Dr., Suite 1006, Alpharetta, GA 30004, 02/27/2026 - 160hrs/mo during trading hours - DBA name for advisory and insurance activity 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 - 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 2021-01-07
  • S65 Uniform Investment Adviser Law Examination
    2021-01-07
Other Names
  • Autumn Marie Mower

View on SEC IAPD

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