RPG Investment Advisory, LLC

RPG Investment Advisory, LLC provides portfolio management and financial planning services to individual clients, with an explicit focus on high-net-worth persons. The firm’s Form ADV discloses continuous discretionary management of about $1.04 billion in client assets and offers both discretionary and non-discretionary advisory arrangements as well as modular and single-subject financial planning.

The firm deploys firm-developed model portfolios organized into Income, Balanced, and Growth strategies, using fundamental and technical analysis to select and rebalance holdings based on each client’s objectives and risk tolerance. RPG’s disclosures also note the use of margin, options trading, and, in specific cases after discussion with clients, leveraged or inverse ETFs as part of its strategy toolbox.

Compared with peers, RPG is notable for the concentration of assets and relationships it reports: managing roughly $1.04 billion across a large number of client relationships, which results in an unusually high amount of assets and client relationships per adviser. Operationally, the firm requires clients to custody assets at Interactive Brokers or Charles Schwab and informs clients that it does not vote proxies on their behalf, leaving voting responsibility with the client.