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Bank / Wealth / TrustRIA · CRD 316029SEC-Registered

Updated:

Rabe Investment Consulting Group

Rabe Investment Consulting Group is an SEC-registered investment adviser in Richfield, OH, registered since 2021. The firm manages $130 million in assets,...

Overview

Rabe Investment Consulting Group is an SEC-registered investment adviser in Richfield, OH, registered since 2021. The firm manages $130 million in assets, with $113 million on a discretionary basis. It has 3 employees and 2 investment advisers. RABE INVESTMENT CONSULTING GROUP was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-09-24, it reported 3 employees; 376 advisory accounts; services including Educational seminars and workshops, Financial planning, Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses, Publication of periodicals or newsletters, Selection of other advisers; client categories including Charitable organizations, Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals), Insurance companies; compensation arrangements including A percentage of assets under management. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.

General information

Firm type

Bank / Wealth / Trust

Year founded

2021

Location

Region

North America

Country

United States

City

Richfield

Corporate office

Richfield, OH, United States

Frequently asked questions

Does Rabe Investment Consulting Group operate as a fiduciary?

As a registered investment advisor, the firm is generally held to a fiduciary standard requiring it to act in its clients' best interests. This differs from a broker-dealer's suitability standard and is a key structural consideration for institutional due diligence when evaluating advisory relationships.

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