Rahlfs Capital, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 11, 2026, reports $272M in regulatory assets under management, 2 employees, and 37 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
15
Categories with <5 clients
Charitable Organizations<5 clients
Individuals (other than high net worth individuals)<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$272Mas of March 11, 2026
Discretionary86.8%
$236M
87% of total RAUM86.8%
Non-discretionary13.2%
$36M
13% of total RAUM13.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$272M
Total Accounts37
10Y AUM Change+$74M (+37.5%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee8:1
10Y Employee Change+1 (+100.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.