# Rebel Financial, LLC

> 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.

- CRD: 168263
- Filed as: REBEL FINANCIAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Groveport, OH
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168263
- AdvisorCensus page: https://advisorcensus.com/firm/rebel-financial-llc-groveport-oh-168263

## Quick answers

**How is Rebel Financial, LLC compensated?**
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.

**Where is Rebel Financial, LLC located?**
Rebel Financial, LLC's principal office is in Groveport, OH, according to its Form ADV.

**Is Rebel Financial, LLC registered with the SEC or a state?**
Rebel Financial, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 168263.

**How much does Rebel Financial, LLC manage?**
Rebel Financial, LLC reports $370,490,808 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (97% discretionary).

**How have Rebel Financial, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Rebel Financial, LLC serve?**
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).

**Which custodians does Rebel Financial, LLC use?**
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.

**Does Rebel Financial, LLC 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/168263

**Does Rebel Financial, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "There are no account minimums."

**What changed in Rebel Financial, LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: None

> There are no account minimums.

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

### Custodians (Schedule D, Section 5.K(3))
- Axos Advisor Services
- Charles Schwab & Co., Inc.
- TIAA-CREF Individual & Institutional Services, LLC

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: $370,490,808
- Discretionary: $358,157,367
- Non-discretionary: $12,333,441

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 333 | $148,594,945 |
| High net worth individuals | 100 | $207,717,775 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $12,333,441 |
| Corporations or other businesses not listed above | 2 | $1,844,647 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, LA, NC, NE, NH, OH, PA, TX, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [401kfiduciaries.com](https://401kfiduciaries.com)
- [403bfiduciaries.com](https://403bfiduciaries.com)
- [457fiduciaries.com](https://457fiduciaries.com)
- [4publicemployees.com](https://4publicemployees.com)
- [advisors.rebelfinancial.com](https://advisors.rebelfinancial.com)
- [ahealthyplan.com](https://ahealthyplan.com)
- [auditmy401k.com](https://auditmy401k.com)
- [careers.rebelfinancial.com](https://careers.rebelfinancial.com)
- [client.rebelfinancial.com](https://client.rebelfinancial.com)
- [columbus401k.com](https://columbus401k.com)
- [columbusfinancialadvisor.com](https://columbusfinancialadvisor.com)
- [columbusfinancialplan.com](https://columbusfinancialplan.com)
- [columbuspension.com](https://columbuspension.com)
- [dotx.rf401k.com](https://dotx.rf401k.com)
- [erebeladvisor.com](https://erebeladvisor.com)
- [esolarconnection.com](https://esolarconnection.com)
- [events.rebelfinancial.com](https://events.rebelfinancial.com)
- [gallery.rebelfinancial.com](https://gallery.rebelfinancial.com)
- [gold.rebelfinancial.com](https://gold.rebelfinancial.com)
- [golf.rebelfinancial.com](https://golf.rebelfinancial.com)
- [good401k.com](https://good401k.com)
- [goodpensions.com](https://goodpensions.com)
- [hff.rf401k.com](https://hff.rf401k.com)
- [k12fiduciaries.com](https://k12fiduciaries.com)
- [kellerman.rf401k.com](https://kellerman.rf401k.com)
- [mbas.rf401k.com](https://mbas.rf401k.com)
- [medquest.rf401k.com](https://medquest.rf401k.com)
- [ohio401k.com](https://ohio401k.com)
- [ohiostateretirement.com](https://ohiostateretirement.com)
- [osu403b.com](https://osu403b.com)
- [osuarp.com](https://osuarp.com)
- [osuretirement.com](https://osuretirement.com)
- [ouretirement.com](https://ouretirement.com)
- [plus.google.com/U/1/+REBELFINANCIALLLC](https://plus.google.com/U/1/+REBELFINANCIALLLC)
- [press.rebelfinancial.com](https://press.rebelfinancial.com)
- [rebel.financial](https://rebel.financial)
- [rebelfinancial.com](https://rebelfinancial.com)
- [rf401k.com](https://rf401k.com)
- [rf403b.com](https://rf403b.com)
- [rf457b.com](https://rf457b.com)
- [rftax.com](https://rftax.com)
- [shoot.rebelfinancial.com](https://shoot.rebelfinancial.com)
- [silver.rebelfinancial.com](https://silver.rebelfinancial.com)
- [simplerebel.com](https://simplerebel.com)
- [slaterun.rf401k.com](https://slaterun.rf401k.com)
- [team.rebelfinancial.com](https://team.rebelfinancial.com)
- [tsecc.rf401k.com](https://tsecc.rf401k.com)
- [ucretirement.com](https://ucretirement.com)
- [universityfiduciaries.com](https://universityfiduciaries.com)
- [vimeo.com/REBELFINANCIAL](https://vimeo.com/REBELFINANCIAL)
- Facebook @REBEL.FINANCIAL
- Instagram @REBELFINANCIAL
- LinkedIn @REBEL-FINANCIAL-LLC
- X @REBELFINANCIAL
- YouTube @UCPVFZZKVJYUYI7YYSHACWQW

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $172,560,966 | 4 | June 9, 2021 |
| October 2022 | $221,961,335 | 6 | April 7, 2022 |
| October 2023 | $248,504,284 | 5 | September 22, 2023 |
| October 2024 | $281,107,230 | 5 | March 26, 2024 |
| October 2025 | $313,980,841 | 7 | March 31, 2025 |
| October 2026 | $370,490,808 | 6 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 7 to 6.
- Regulatory assets under management went from $313,980,841 to $370,490,808 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rebel Financial, LLC (CRD 168263): Form ADV filing data as of October 2026.