Rabe Investment Consulting Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Richfield, OH. Its latest Form ADV filing, dated April 8, 2025, reports $130M in regulatory assets under management, 3 employees, and 420 accounts.
Assets Under Management
$130M
Employees
3
Offices
--
Total Clients
140
Primary office
RICHFIELD, OH
4199 KINROSS LAKES PARKWAY, SUITE 210, RICHFIELD, OH, United States
Top client segmentIndividuals represent 79.3% of total clients.
Top client categories% of clientsClients
1
Individuals
79.3%
111
2
HNWI
20.7%
29
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$130Mas of April 8, 2025
Discretionary86.6%
$113M
87% of total RAUM86.6%
Non-discretionary13.4%
$17M
13% of total RAUM13.4%
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$130M
Total Accounts420
10Y AUM Change+$130M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee47:1
10Y Employee Change0 (0.0%)
* 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.