# Rabe Investment Consulting Group

> Rabe Investment Consulting Group is an SEC-registered investment advisory firm in Richfield, OH, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 24, 2026.

- CRD: 316029
- Filed as: RABE INVESTMENT CONSULTING GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Richfield, OH
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316029
- AdvisorCensus page: https://advisorcensus.com/firm/rabe-investment-consulting-group-richfield-oh-316029

## Quick answers

**How is Rabe Investment Consulting Group compensated?**
On its Form ADV (Item 5.E, October 2026), Rabe Investment Consulting Group reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Rabe Investment Consulting Group located?**
Rabe Investment Consulting Group's principal office is in Richfield, OH, according to its Form ADV.

**Is Rabe Investment Consulting Group registered with the SEC or a state?**
Rabe Investment Consulting Group is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 316029.

**How much does Rabe Investment Consulting Group manage?**
Rabe Investment Consulting Group reports $147,344,962 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (82% discretionary).

**How have Rabe Investment Consulting Group's assets and staff changed since 2021?**
In the Form ADV data for Rabe Investment Consulting Group: Regulatory assets under management: $0 in the October 2021 data and $147,344,962 in the October 2026 data. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Rabe Investment Consulting Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (113); high net worth individuals (29).

**Which custodians does Rabe Investment Consulting Group use?**
Rabe Investment Consulting Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Tradepmr by Robinhood as a custodian holding 10% or more of its separately managed account assets.

**Does Rabe Investment Consulting Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316029

**What changed in Rabe Investment Consulting Group's recent Form ADV filings?**
In the July 2026 filing data: Regulatory assets under management went from $129,891,206 to $147,344,962 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Tradepmr by Robinhood

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $147,344,962
- Discretionary: $121,156,323
- Non-discretionary: $26,188,639

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 113 | $31,421,691 |
| High net worth individuals | 29 | $99,659,647 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Fewer than 5 | $10,873,028 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Fewer than 5 | $5,014,674 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $375,922 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, FL, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rabeicg.com
- Instagram @rabeicg
- LinkedIn @rabe-investment-consulting-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 3 | July 27, 2021 |
| October 2022 | $122,805,944 | 3 | March 18, 2022 |
| October 2023 | $109,362,284 | 3 | March 28, 2023 |
| October 2024 | $120,958,069 | 3 | March 26, 2024 |
| October 2025 | $129,891,206 | 3 | April 8, 2025 |
| October 2026 | $147,344,962 | 3 | September 24, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $147,344,962 in the October 2026 data.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Regulatory assets under management went from $129,891,206 to $147,344,962 (+13%).

### January 2026
- No longer registered or notice-filed in IL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rabe Investment Consulting Group (CRD 316029): Form ADV filing data as of October 2026.