Rack Consulting LLC

Overview

Rack Consulting LLC is a small, fee-based advisory focused on portfolio management for individuals and small businesses. The firm shows a clear equity tilt: exchange-traded equities are the dominant holding class and drive the majority of client portfolios. Its client base is individual and family investors, and it charges a percentage-of-AUM fee. Advisory work is largely non-discretionary, indicating clients retain final control over trades and allocations while Rack Consulting provides portfolio advice and ongoing management guidance. Investment activity centers on listed equities and liquid pooled vehicles, with mutual funds listed as an additional investment vehicle. The ADV indicates the firm also accesses third-party external alternative investment managers, suggesting Rack Consulting supplements public-market exposure with externally managed private or non-traditional strategies when appropriate. The firm does not position itself as an ESG-focused manager and operates for a limited client footprint rather than at multi-state scale.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices