WILLIAMSVILLE, NYCRD 283882Latest ADV March 4, 2026
Rabenold Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Williamsville, NY. Its latest Form ADV filing, dated March 4, 2026, reports $36M in regulatory assets under management, 4 employees, and 117 accounts.
Assets Under Management
$36M
Employees
4
Offices
--
Total Clients
82
Primary office
WILLIAMSVILLE, NY
5930 MAIN STREET, SUITE 400, WILLIAMSVILLE, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 89.0% of total clients.
Top client categories% of clientsClients
1
Individuals
89.0%
73
2
HNWI
11.0%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$36Mas of March 4, 2026
Discretionary100.0%
$36M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$36M
Total Accounts117
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee21:1
10Y Employee Change—
* 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.