Patrick R Dotts

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

• 10/2011 → 08/2024
  Soliant
  Peachtree Corners, GA
• 04/2026 → Present
  Rfg Advisory Dba Black Oak Asset Management
  Alpharetta, GA
• 08/2024 → 04/2026
  Unemployed
  Alpharetta, GA

Other Businesses

1) Black Oak Asset Management (DBA), Investment Related, 6110 McFarland Station Dr., Suite 1006, Alpharetta, GA 30004 "Securities, advisory", Advisor,04/23/2026,160 hours per month, 160 hours per month during trading hours, Fee Based Compensation, 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-11

Other Names

• Patrick Dotts