BHF RG CAPITAL INC.

HTTP://WWW.RGCAPITAL.NET SCOTTSDALE, AZ Investment Advisor How do I update this listing?

BHF RG Capital is based out of Scottsdale. BHF RG Capital is a large advisory firm with 160 clients and discretionary assets under management (AUM) of $121,000,000 (Form ADV from 2020-01-28). Their last reported 13F filing for Q4 2019 included $96,479,000 in managed 13F securities and a top 10 holdings concentration of 83.9%. BHF RG Capital's largest holding is iShares Core S&P 500 ETF with shares held of 63,262. Whalewisdom has at least 1 13F filings

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12/31/2019

Top Sells

  • Name% Change

12/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 5.08%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

RG CAPITAL
9845 EAST BELL ROAD SUITE 9-140
SCOTTSDALE AZ    85260
Country: United States

Business Phone: 480-612-6400
Fax: 480-452-1603
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: MI
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,THIRD PARTY ADVISORY FEES
Amount of client funds and securities:
Total Number of Clients: 160
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.E (2)
Data above was derived from SEC filings.

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