RFG Advisory acquires Black Oak Asset Management

RFG Advisory agreed to acquire Black Oak Asset Management. Reported deal value: $200M. Status: Announced. Sector: Financial Services. Target headquarters context: Alpharetta, Georgia, United States.

This page summarizes publicly available information about the transaction as of 2026-03-03. Figures and status may change as filings and press coverage update.

Black Oak Asset Management founder, President and financial advisor Ryan Ledden RFG Pens Deal For $ 200M Georgia -based RIA RFG Advisory , a Birmingham, Ala.-based hybrid RIA platform with $6.1 billion in assets under management , announced the addition of Black Oak Asset Management , an independent advisory firm based in Alpharetta , Ga., managing more than $200 million in client assets