Rabe Investment Consulting Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, publishing newsletters, and educational seminars. Financial planning was provided to 101–250 clients last fiscal year.
Rabe Investment Consulting Group reports 142 clients. They include 113 individual clients and 29 high-net-worth individuals. Of its assets, 82.2% ($121M across 339 accounts) are managed with discretion; $26.2M across 37 accounts are not. A wrap fee program the firm both sponsors and manages holds $146M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 80% | 21% |
| High-net-worth individuals | 20% | 68% |
| Charitable organizations | Fewer than 5 | 7% |
| Insurance companies | Fewer than 5 | 3% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 113 | $31.4M | 21.3% | $278K |
| High-net-worth individuals | 29 | $99.7M | 67.6% | $3.44M |
| Charitable organizations | Fewer than 5 | $10.9M | 7.4% | — |
| Insurance companies | Fewer than 5 | $5.01M | 3.4% | — |
| Corporations and other businesses | Fewer than 5 | $376K | 0.3% | — |
| Total | 142 | $147M | 100% | — |
- Clients
- 113
- Regulatory AUM
- $31.4M
- AUM share
- 21.3%
- Avg. per client
- $278K
- Clients
- 29
- Regulatory AUM
- $99.7M
- AUM share
- 67.6%
- Avg. per client
- $3.44M
- Clients
- Fewer than 5
- Regulatory AUM
- $10.9M
- AUM share
- 7.4%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $5.01M
- AUM share
- 3.4%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $376K
- AUM share
- 0.3%
- Avg. per client
- —
Total
- Clients
- 142
- Regulatory AUM
- $147M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Rabe Investment Consulting Group is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Michael Rabe owns 75% or more of Rabe Investment Consulting Group. The leadership team of Rabe Investment Consulting Group includes Chief Compliance Officer Amanda Crighton. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 75% or more of Rabe Investment Consulting Group
Michael Rabe
Control person · since July 2021
Rabe Investment Consulting Group’s regulatory assets grew from $123M (March 2022) to $147M (September 2026); clients were 142 in both filings and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $147M | 142 | 3 | 1 |
| Apr 2025April 2025 | $130M | 140 | 3 | 1 |
| Mar 2024March 2024 | $121M | 138 | 3 | 1 |
| Mar 2023March 2023 | $109M | 144 | 3 | 1 |
| Mar 2022March 2022 | $123M | 136 | 3 | 1 |
Besides its headquarters, Rabe Investment Consulting Group has 0 offices, with 1 listed address in 1 state.
Ohio · 1 listed address
- 4199 Kinross Lakes Parkway, Suite 210, RichfieldHQ
Contact and registration details
- Legal name
- Rabe Investment Consulting Group
- Headquarters
- 4199 Kinross Lakes Parkway, Suite 210, Richfield, OH 44286
- Website
- rabeicg.com
- Phone
- 216-770-7300
- SEC file
- 801-122170
- Structure
- Ohio LLC
- Fiscal year end
- December
Rabe Investment Consulting Group’s named custodian for separately managed accounts is Trade-PMR ($147M). Rabe Investment Consulting Group does not have custody of client assets.
- Trade-PMRTrade-PMR Inc. · St. Louis, MO · $147M100%
At year end, Rabe Investment Consulting Group’s separately managed accounts were mostly in stocks (69%) and funds (21%).
What the accounts hold
- Stocks69%
- Funds21%
- Bonds9%
- U.S. government and agency bonds7%
- State and local bonds2%
- Cash1%
How many clients does Rabe Investment Consulting Group have?
Rabe Investment Consulting Group has 142 clients and manages $147 million for them, as of September 2026. They include 113 individual clients and 29 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 September 2026
What services does Rabe Investment Consulting Group offer?
Rabe Investment Consulting Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Rabe Investment Consulting Group use?
Rabe Investment Consulting Group’s separately managed account assets are held at Trade-PMR Inc. (St. Louis, MO), with $147M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 September 2026
How many financial advisors does Rabe Investment Consulting Group have?
Rabe Investment Consulting Group has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Rabe Investment Consulting Group invest in?
At the end of its last fiscal year, Rabe Investment Consulting Group’s separately managed accounts held 69% exchange-traded equities, 21% registered funds (mutual funds, ETFs, BDCs), 7% U.S. government and agency bonds, 2% state and local bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Rabe Investment Consulting Group?
Rabe Investment Consulting Group’s direct owner is Michael Rabe (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 September 2026
How does Rabe Investment Consulting Group get paid?
Rabe Investment Consulting Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Rabe Investment Consulting Group?
Rabe Investment Consulting Group’s main office is at 4199 Kinross Lakes Parkway, Suite 210, Richfield, OH 44286. Its phone number is 216-770-7300. Its website is rabeicg.com.