|
⚲
|
| Rahlfs Capital LLC
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|
|
|---|---|
| CRD # | 127425 |
| SEC # | 801-62163 |
| CIK # | |
| AUM | $236.4 MM (2023-03-29) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 214-460-3992 |
| Address | 1034 Kiowa Drive East Lake Kiowa, TX 76240 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 1.0 |
| (b) Individuals (high net worth individuals) | 15 | 142.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 92.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 38 | 236.4 |
| By Discretionary | ||
| Discretionary | 33 | 201.1 |
| Non-Discretionary | 5 | 35.3 |
| Total | 38 | 236.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 236.4 | |
| Total | 38 | 236.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
HFP Wealth Management LLC
✚
|
TX | 0.2 |
|
Braeburn Wealth Management LLC
✚
|
MI | 0.2 |
|
The Stolper Company LLC
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|
OK | 0.2 |
|
Bay Harbor Wealth Management LLC
✚
|
MD | 0.2 |
|
Wealth Quarterback LLC
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|
NJ | 0.2 |
|
Naples Asset Management Co LLC
✚
|
FL | 0.2 |
|
Optivise Advisory Services LLC
✚
|
TN | 0.2 |
|
National Wealth Management Group LLC
✚
|
OH | 0.2 |
|
Cypress Financial Planning LLC
✚
|
NJ | 0.2 |
|
Mattson Financial Services LLC
✚
|
MI | 0.2 |