Timothy Aaron Smith
Investment Adviser Representative at RPG Family Wealth Advisory, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Timothy Aaron Smith is an investment adviser representative with RPG Family Wealth Advisory, LLC in Waco, TX, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California and Texas.
Registrations & licenses
- Investment adviser:
- California, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- RPg Family Wealth Advisory, LLCJan 2024 – Jun 2024Thousand Oaks, CA
- RPg Family Wealth Advisory, LLCJun 2024 – no end date reportedThousand Oaks, CA
- Calvary Community ChurchSep 2021 – Jan 2024Westlake Village, CA
- Calvary Community ChurchApr 2021 – Aug 2025Westlake Village, CA
- Christina Grimmie FoundationOct 2020 – Apr 2021Thousand Oaks, CA
- Cairn UniversityMay 2017 – Jul 2020Langhorne, PA
- Grace City ChurchJan 2016 – Jul 2020Philadelphia, PA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About RPG Family Wealth Advisory, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 13
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Burlington, MA
- SEC file number:
- 801-72631
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 24, 2026
View full firm profileOther advisors at RPG Family Wealth Advisory, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Timothy Aaron Smith has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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