RABE INVESTMENT CONSULTING GROUP

RIASEC RegisteredEst. 2021

Total AUM

$147M

Discretionary

$121M

82% of AUM

Avg account

$392K

Accounts

376

Employees

Advisory reps

Firm details

Headquarters: RICHFIELD, Ohio
CRD number: 316029
Registered since: August 30, 2021
Custodians: TRADE-PMR INC.
Fee structure: Percentage of AUM
Client types: HNWI67.64%
Individuals21.33%
Charitable Organizations7.38%
Insurance Companies3.4%
Corporations / Businesses0.26%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Rabe Investment Consulting Group is an independent, owner-operated RIA organized as an LLC and registered with the SEC in 2021. The firm serves individual and family clients and bills on a percentage-of-AUM basis. It positions itself as a capital allocator: in addition to delivering financial planning and portfolio management for individuals, small businesses and institutions, the firm conducts manager selection and places clients into third-party strategies. Rabe Investment Consulting Group also produces written commentary and runs educational seminars and workshops as part of its client-facing activities. The firm is not presented as an ESG-focused adviser and does not identify as a multi-state or pension consultant adviser. Its service mix — financial planning, discretionary and non-discretionary portfolio management, and selection of other advisers — indicates a hybrid role combining direct portfolio oversight with curated access to external managers.