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| Rebel Financial LLC
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|---|---|
| CRD # | 168263 |
| SEC # | 801-118009 |
| CIK # | 0002077940, 0001532158 |
| AUM | 370.5 M (2026-03-30) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 614-441-9605 |
| Address | 5940 Clyde Moore Dr, Suite C Groveport, OH 43125 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 333 | 148.6 |
| (b) Individuals (high net worth individuals) | 100 | 207.7 |
| (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 | 8 | 12.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (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 | 2 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,767 | 370.5 |
| By Discretionary | ||
| Discretionary | 1,759 | 358.2 |
| Non-Discretionary | 8 | 12.3 |
| Total | 1,767 | 370.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 370.5 | |
| Total | 1,767 | 370.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0001532158] | |
| 10-Q | [0001532158] | |
| 8-K | [0001532158] | |
| 13F-HR | [0002077940] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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