Rare Wolf Capital LLC
Firm details
- Headquarters
- Bellevue, Washington
- CRD number
- 334465
- Registered since
- June 5, 2025
- Website
- www.rarewolfcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Rare Wolf Capital LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is SEC-registered (2025) and focuses on serving individual and family clients with fee-for-service planning and discretionary portfolio management. Its advisory mandate includes financial planning and portfolio management for individuals, small businesses, and other business or institutional clients. The firm is not identified as an active ESG investor and does not present itself as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- State & Local Bonds7%
- Private Funds4%
- Public Funds/Mutual Funds3%
Contacts
1 of 1
Justin Rolfe
Founder & Portfolio ManagerCRD 7172316
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$34.9M in ETFs
99%
$34.6M
0%
$349K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $11.5M | 227,492 | 32.82% |
Location
Bellevue, WA
King
Location
Bellevue, WA
Headquartered in Bellevue, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 10900 Ne 4th St
- Time zone
- PT (UTC-8)
- Office locations
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