Kashif Osman is a registered investment advisor at Rfg Advisory, LLC, based in Cary, NC, with 1 years of industry experience. Kashif operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 13 more. Their firm serves 17,410 clients with $8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.35% |
Fees are negotiated between the client and the financial advisor up to a maximum of 2.35%, which includes an RFG platform fee of up to 0.50%.
Fee Estimator
Location
1400 Crescent Green, Ste. 100, Cary, NC, 27518
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Regulatory History (1)
Customer Dispute
October 2025Other Business Activities
Kashif is a director at Samakash Limited, a real estate holdings company, spending a few hours per week advising on commercial property transactions. He is also an Investment Advisor Representative at Crescent Private Wealth, providing investment advisory and financial planning services full-time.
Employment History
Current Registrations
Rfg Advisory, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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