RGA INVESTMENT ADVISORS, LLC

CRD 149171File 801-121126

APPROVED

Retail clients

Custody

Filing as of Jul 21, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$101.1M

Bottom 25% of cohort (national)

Discretionary AUM

$101.1M

Clients

100

283 accounts

Employees

Bottom 25% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: May 6, 2021
Principal office: 185 GREAT NECK ROAD, SUITE 456, GREAT NECK, NY, 11021
Phone: 516-665-1945
Website: HTTP://WWW.RGAIA.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $101.1M
Discretionary AUM: $101.1M
Non-discretionary AUM: $0
Discretionary accounts: 283
Non-discretionary accounts: 0
Total accounts: 283
AUM per client: $1.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	19	$53.4M
Pooled investment vehicles	1	$16.6M
Individuals (other than high net worth individuals)	80	$31.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Performance-based fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.