Timothy Aaron Smith
Investment adviser representative at Rpg Family Wealth Advisory, LLC
8 yearsExperience
2 statesRegistered in
$700.7MFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Rpg Family Wealth Advisory, LLCJan 2024 to now
- Calvary Community ChurchApr 2021 to Aug 2025
- Christina Grimmie FoundationOct 2020 to Apr 2021
- Cairn UniversityMay 2017 to Jul 2020
- Grace City ChurchJan 2016 to Jul 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Rpg Family Wealth Advisory, LLC
$700.7MAssets managed
600Clients
13Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7939747
- Firm CRD
- 158528