{
  "crd_number": 168263,
  "slug": "rebel-financial-llc-groveport-oh-168263",
  "primary_business_name": "REBEL FINANCIAL, LLC",
  "legal_name": "REBEL FINANCIAL, LLC.",
  "dbas": [],
  "city": "Groveport",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "18140",
  "metro": {
    "cbsa_code": "18140",
    "common_name": "Columbus",
    "msa_name": "Columbus, OH",
    "path": "/advisors/oh/columbus"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-01-27",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 370490808.0,
  "raum_discretionary": 358157367.0,
  "raum_non_discretionary": 12333441.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 148594945.0,
      "count": 333
    },
    "pension_profit_sharing": {
      "raum": 12333441.0,
      "count": 8
    },
    "high_net_worth_individuals": {
      "raum": 207717775.0,
      "count": 100
    },
    "corporations_other_businesses": {
      "raum": 1844647.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum",
    "subscription"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "LA",
    "NC",
    "NE",
    "NH",
    "OH",
    "PA",
    "TX",
    "WV"
  ],
  "websites": [
    "https://401kfiduciaries.com",
    "https://403bfiduciaries.com",
    "https://457fiduciaries.com",
    "https://4publicemployees.com",
    "https://advisors.rebelfinancial.com",
    "https://ahealthyplan.com",
    "https://auditmy401k.com",
    "https://careers.rebelfinancial.com",
    "https://client.rebelfinancial.com",
    "https://columbus401k.com",
    "https://columbusfinancialadvisor.com",
    "https://columbusfinancialplan.com",
    "https://columbuspension.com",
    "https://dotx.rf401k.com",
    "https://erebeladvisor.com",
    "https://esolarconnection.com",
    "https://events.rebelfinancial.com",
    "https://facebook.com/REBEL.FINANCIAL",
    "https://gallery.rebelfinancial.com",
    "https://gold.rebelfinancial.com",
    "https://golf.rebelfinancial.com",
    "https://good401k.com",
    "https://goodpensions.com",
    "https://hff.rf401k.com",
    "https://instagram.com/REBELFINANCIAL",
    "https://k12fiduciaries.com",
    "https://kellerman.rf401k.com",
    "https://linkedin.com/COMPANY/REBEL-FINANCIAL-LLC",
    "https://mbas.rf401k.com",
    "https://medquest.rf401k.com",
    "https://ohio401k.com",
    "https://ohiostateretirement.com",
    "https://osu403b.com",
    "https://osuarp.com",
    "https://osuretirement.com",
    "https://ouretirement.com",
    "https://plus.google.com/U/1/+REBELFINANCIALLLC",
    "https://press.rebelfinancial.com",
    "https://rebel.financial",
    "https://rebelfinancial.com",
    "https://rf401k.com",
    "https://rf403b.com",
    "https://rf457b.com",
    "https://rftax.com",
    "https://shoot.rebelfinancial.com",
    "https://silver.rebelfinancial.com",
    "https://simplerebel.com",
    "https://slaterun.rf401k.com",
    "https://team.rebelfinancial.com",
    "https://tsecc.rf401k.com",
    "https://twitter.com/REBELFINANCIAL",
    "https://ucretirement.com",
    "https://universityfiduciaries.com",
    "https://vimeo.com/REBELFINANCIAL",
    "https://youtube.com/CHANNEL/UCPVFZZKVJYUYI7YYSHACWQW"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168263",
  "city_as_filed": "GROVEPORT",
  "url": "https://advisorcensus.com/firm/rebel-financial-llc-groveport-oh-168263",
  "display_name": "Rebel Financial, LLC",
  "summary": "Rebel Financial, LLC is an SEC-registered investment advisory firm in Groveport, OH, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Rebel Financial, LLC (CRD 168263): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Subscription fees (for a newsletter or periodical)",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Rebel Financial, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Rebel Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Rebel Financial, LLC located?",
      "a": "Rebel Financial, LLC's principal office is in Groveport, OH, according to its Form ADV."
    },
    {
      "q": "Is Rebel Financial, LLC registered with the SEC or a state?",
      "a": "Rebel Financial, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 168263."
    },
    {
      "q": "How much does Rebel Financial, LLC manage?",
      "a": "Rebel Financial, LLC reports $370,490,808 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (97% discretionary)."
    },
    {
      "q": "How have Rebel Financial, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Rebel Financial, LLC: Regulatory assets under management: $172,560,966 in the October 2021 data and $370,490,808 in the October 2026 data, up 115%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Rebel Financial, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (333); high net worth individuals (100); pension and profit sharing plans (but not the plan participants or government pension plans) (8)."
    },
    {
      "q": "Which custodians does Rebel Financial, LLC use?",
      "a": "Rebel Financial, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Axos Advisor Services, Charles Schwab & Co., Inc. and TIAA-CREF Individual & Institutional Services, LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Rebel Financial, LLC report any disciplinary disclosures?",
      "a": "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/168263"
    },
    {
      "q": "Does Rebel Financial, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"There are no account minimums.\""
    },
    {
      "q": "What changed in Rebel Financial, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 7 to 6. Regulatory assets under management went from $313,980,841 to $370,490,808 (+18%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 172560966.0,
      "total_employees": 4,
      "filing_date": "2021-06-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 221961335.0,
      "total_employees": 6,
      "filing_date": "2022-04-07"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 248504284.0,
      "total_employees": 5,
      "filing_date": "2023-09-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 281107230.0,
      "total_employees": 5,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 313980841.0,
      "total_employees": 7,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 370490808.0,
      "total_employees": 6,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 7 to 6.",
        "Regulatory assets under management went from $313,980,841 to $370,490,808 (+18%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There are no account minimums."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "There are no account minimums."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Axos Advisor Services",
      "name_as_filed": "AXOS ADVISOR SERVICES",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "TIAA-CREF Individual & Institutional Services, LLC",
      "name_as_filed": "TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/rebel-financial-llc-groveport-oh-168263.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 333,
      "fewer_than_5": false,
      "raum": 148594945.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 100,
      "fewer_than_5": false,
      "raum": 207717775.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 12333441.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 1844647.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168263",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}