Rare Wolf Capital LLC

RIASEC RegisteredEst. 2025
Total AUM
$180M
Discretionary
$180M
100% of AUM
Avg account
$5.4M
Accounts
33
Employees
1
Advisory reps
1

Firm details

Headquarters
Bellevue, Washington
CRD number
334465
Registered since
June 5, 2025
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

FINTRX

Overview

Rare Wolf Capital LLC is an independent, SEC‑registered registered investment advisor organized as a limited liability company and owned by an individual. The firm began its SEC registration in 2025 and focuses on serving individual and family clients on a percentage‑of‑AUM fee model. Its advisory scope includes financial planning plus discretionary portfolio management for individuals, small businesses, and business or institutional clients. The adviser does not identify as an ESG investor, is not a multi‑state adviser, and does not act as a capital allocator or pension consultant. The firm shows a clear tilt toward publicly traded equities as its primary exposure, using exchange‑traded equities as the most common asset type across managed accounts. That public equity focus sits alongside access to private markets and other alternatives delivered via third‑party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 86%, State & Local Bonds 7%, Private Funds 4%, Public Funds/Mutual Funds 3%86%
  • Exchange Traded Equities86%
  • State & Local Bonds7%
  • Private Funds4%
  • Public Funds/Mutual Funds3%

Contacts

1 of 1
  • Justin Rolfe

    Justin Rolfe

    Founder & Portfolio ManagerCRD 7172316

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 41

Active vs passive

$35.3M in ETFs

Passive

99%

$34.9M

Active

0%

$424K

ETFProviderStyleCategoryValueShares% of portfolio
WISDOMTREE FLOATING RATE TREASURY FUND (USFR)Wisdom TreePassiveUltrashort Bond$10.5M208,20029.69%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth