RBG Wealth Advisors LLC

Who works here

• GD
  Gregory O'Neal Davis
• LS
  Lisa Marie Shive
• MS
  Matthew Peter Sullivan
• TE
  Timothy Wayne Ellis

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

RBG Wealth Advisors LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

319486