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| RABE Investment Consulting Group
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|
|
|---|---|
| CRD # | 316029 |
| SEC # | 801-122170 |
| CIK # | |
| AUM | $147.3 M (2026-06-03) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 216-770-7300 |
| Address | 4199 Kinross Lakes Parkway Richfield, OH 44286 |
| Source | [IAPD] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 113 | 31.4 |
| (b) Individuals (high net worth individuals) | 29 | 99.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 10.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 5.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 376 | 147.3 |
| By Discretionary | ||
| Discretionary | 339 | 121.2 |
| Non-Discretionary | 37 | 26.2 |
| Total | 376 | 147.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 147.3 | |
| Total | 376 | 147.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Townsend Financial Planning LLC
✚
|
KY | 0.1 |
|
Mueller Wealth LLC
✚
|
WI | 0.1 |
|
Barrett Wealth Connection LLC
✚
|
IL | 0.1 |
|
Financial Avenues LLC
✚
|
0.1 | |
|
The Wealth Advisory Team LLC
✚
|
KY | 0.1 |
|
Vision Capital Partners
✚
|
MI | 0.1 |
|
MFG Investments LLC
✚
|
NJ | 0.1 |
|
Guncheon Financial LLC
✚
|
IA | 0.1 |
|
Campbell Asset Management LLC
✚
|
TN | 0.1 |
|
Mercantile Advisors I LLC
✚
|
TX | 0.1 |