Rebel Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Groveport, OH. Its latest Form ADV filing, dated March 30, 2026, reports $370M in regulatory assets under management, 6 employees, and 1,767 accounts.
Assets Under Management
$370M
Employees
6
Offices
--
Total Clients
443
Primary office
GROVEPORT, OH
5940 CLYDE MOORE DR, SUITE C, GROVEPORT, OH, United States
Top client segmentIndividuals represent 75.2% of total clients.
Top client categories% of clientsClients
1
Individuals
75.2%
333
2
HNWI
22.6%
100
3
Pension Plans
1.8%
8
4
Corporations
0.5%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$370Mas of March 30, 2026
Discretionary96.7%
$358M
97% of total RAUM96.7%
Non-discretionary3.3%
$12M
3% of total RAUM3.3%
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$370M
Total Accounts1,767
10Y AUM Change+$237M (+178.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee74:1
10Y Employee Change+3 (+100.0%)
* 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.