# Rabenold Advisors, Inc.

> Rabenold Advisors, Inc. is an SEC-registered investment advisory firm in Williamsville, NY, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 283882
- Filed as: RABENOLD ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Williamsville, NY
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283882
- AdvisorCensus page: https://advisorcensus.com/firm/rabenold-advisors-inc-williamsville-ny-283882

## Quick answers

**How is Rabenold Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Rabenold Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; other.

**How much does Rabenold Advisors, Inc. charge?**
Its Form ADV Part 2A brochure dated March 4, 2026 states: Up to $2,000,000: 1% a year; $2,000,000 to $5,000,000: 0.75% a year; Above $5,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Rabenold Advisors, Inc. located?**
Rabenold Advisors, Inc.'s principal office is in Williamsville, NY, according to its Form ADV.

**Is Rabenold Advisors, Inc. registered with the SEC or a state?**
Rabenold Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 283882.

**How much does Rabenold Advisors, Inc. manage?**
Rabenold Advisors, Inc. reports $35,557,038 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary).

**What types of clients does Rabenold Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (73); high net worth individuals (9).

**Which custodians does Rabenold Advisors, Inc. use?**
Rabenold Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Rabenold Advisors, Inc. 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/283882

**Does Rabenold Advisors, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 4, 2026 says: "The Firm does not impose a minimum account size requirement." "Rabenold Advisors, Inc. does not have a minimum annual fee or minimum account size."

**What changed in Rabenold Advisors, Inc.'s recent Form ADV filings?**
In the March 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 4, 2026)

- Up to $2,000,000: 1% a year
- $2,000,000 to $5,000,000: 0.75% a year
- Above $5,000,000: 0.5% a year

> Fee Schedule: 1.00% on the first $2,000,000; 0.75% on the next $3,000,000; 0.50% over $5,000,000.

> Under certain circumstances, fees may be negotiable.

- Account minimum: None

> The Firm does not impose a minimum account size requirement.

> Rabenold Advisors, Inc. does not have a minimum annual fee or minimum account size.

- Minimum annual fee: None

> Rabenold Advisors, Inc. does not have a minimum annual fee or minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $35,557,038
- Discretionary: $35,557,038
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 73 | $15,567,197 |
| High net worth individuals | 9 | $19,989,841 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [rabenoldadvisors.com](https://rabenoldadvisors.com)

## Changes in the filing (last 12 months)

### March 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rabenold Advisors, Inc. (CRD 283882): Form ADV filing data as of October 2026.