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Firm profile

Rabe Investment Consulting Group

RICHFIELD, OHCRD 316029Latest ADV June 3, 2026

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
$147M
Employees
3
Offices
--
Total Clients
142
Primary office
RICHFIELD, OH
4199 KINROSS LAKES PARKWAY, SUITE 210, RICHFIELD, OH, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOAmanda E. Crighton

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 79.6% of total clients.
Top client categories% of clientsClients
1
Individuals
79.6%
113
2
HNWI
20.4%
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$147Mas of June 3, 2026
Discretionary82.2%
$121M
82% of total RAUM82.2%
Non-discretionary17.8%
$26M
18% of total RAUM17.8%
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$147M
Total Accounts376
10Y AUM Change+$147M

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%)

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.