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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-25 |
| AL | RA | APPROVED | 2011-08-08 |
Branch Locations
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
27844 Canal Road Suite A, Orange Beach, AL 36561 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Vestavia | AL | 08/2011 | 06/2018 |
| Rfg Advisory | Vestavia | AL | 08/2011 | Present |
| Private Client Services | Birmingham | AL | 06/2018 | Present |
1) Ryals Group Wealth Management – Investment-Related: Yes | Address: 27844 Canal Rd., Ste. A, Orange Beach, AL 36561 | Business: DBA | Position: Owner/Founder/Advisor | Start: 04/2025 | Hours: 160/mo. (160 during trading hours) | Description: DBA for advisory and insurance activities. 2) RFG Advisory, LLC – Investment-Related: Yes | Address: 1400 Urban Center Dr., Ste. 475, Vestavia Hills, AL 35242 | Business: RIA | Position: Investment Adviser Representative | Hours: 160/mo. (160 during trading hours) | Description: RIA affiliate. 3) Ryals Capital Management, LLC – Investment-Related: Yes | Address: 1400 Urban Center Dr., Ste. 475, Vestavia Hills, AL 35242 | Position: Sole Member | Hours: 1/mo. (1 during trading hours) | Description: LLC used solely for revenue and expense reporting for income tax purposes. 4) Crump Insurance – Investment-Related: Yes | Address: 4135 N. Front St., Harrisburg, PA 17110 | Business: Life/Health/P&C/Annuity Insurance | Position: Insurance Agent | Start: 01/01/2018 | Hours: 80/mo. (80 during trading hours). 5) The Marshals Aurora Land Company, LLC – Investment-Related: No | Address: 28820 Gardner Rd., Elberta, AL 36530 | Position: Member | Start: 06/30/2020 | Hours: 2/mo. (0 during trading hours) | Description: Real estate investment company; assists with investment decisions. 6) Phoenix on the Bay Homeowners Association – Investment-Related: No | Address: 27580 Canal Rd., Orange Beach, AL 36561 | Position: Treasurer | Start: 05/01/2026 | Hours During Trading: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-22 |
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