Rehmann Capital Advisory Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
Rehmann Capital Advisory Group reports 2,549 clients. They include 1,123 high-net-worth individuals, 1,063 individual clients, and 267 pension and profit-sharing plans. Of its assets, 75.6% ($3.99B across 5,635 accounts) are managed with discretion; $1.29B across 385 accounts are not. It advised 112 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 4% |
| High-net-worth individuals | 44% | 60% |
| Pension and profit-sharing plans | 10% | 28% |
| Charitable organizations | <1% | 2% |
| Insurance companies | 0% | <1% |
| Other client typesCorporations and other businesses | 3% | 6% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,063 | $228M | 4.3% | $214K |
| High-net-worth individuals | 1,123 | $3.16B | 60.0% | $2.82M |
| Pension and profit-sharing plans | 267 | $1.45B | 27.5% | $5.44M |
| Charitable organizations | 13 | $109M | 2.1% | $8.41M |
| Insurance companies | Fewer than 5 | $414K | 0.0% | — |
| Corporations and other businesses | 83 | $321M | 6.1% | $3.86M |
| Total | 2,549 | $5.27B | 100% | — |
- Clients
- 1,063
- Regulatory AUM
- $228M
- AUM share
- 4.3%
- Avg. per client
- $214K
- Clients
- 1,123
- Regulatory AUM
- $3.16B
- AUM share
- 60.0%
- Avg. per client
- $2.82M
- Clients
- 267
- Regulatory AUM
- $1.45B
- AUM share
- 27.5%
- Avg. per client
- $5.44M
- Clients
- 13
- Regulatory AUM
- $109M
- AUM share
- 2.1%
- Avg. per client
- $8.41M
- Clients
- Fewer than 5
- Regulatory AUM
- $414K
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 83
- Regulatory AUM
- $321M
- AUM share
- 6.1%
- Avg. per client
- $3.86M
Total
- Clients
- 2,549
- Regulatory AUM
- $5.27B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 112
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Rehmann Capital Advisory Group charges up to 2.50% a year for its Asset Management Compensation. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Fixed fees, hourly rates up to $1,500 per hour, or quarterly retainers, set by the advisor within those guidelines.
Rehmann Financial Group, LLC owns 75% or more of Rehmann Capital Advisory Group. Ryan Sullivan is CEO; the leadership team includes Chief Investment Officer Jeffrey Phillips, Chief Financial Officer Joan Payne and Chief Compliance Officer Nicole Spitzley. It has 39 employees.
Staff
- 39 employees
- 39 in advisory functions
- 31 state-registered reps
- 23 broker-dealer reps
- 23 insurance agents
- Owns 75% or more of Rehmann Capital Advisory Group, LLC
Rehmann Financial Group, LLC
Control person · since January 2001
- Owns 50% to 75% of Rehmann Capital Advisory Group, LLC
Rehmann
Control person · since January 2001
Rehmann Capital Advisory Group’s regulatory assets grew 2.0× from $2.58B (June 2021) to $5.27B (September 2026); clients fell from 4,385 to 2,549 and employees rose from 37 to 39.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $5.27B | 2,549 | 39 | 14 |
| Mar 2025March 2025 | $4.27B | 2,803 | 36 | 14 |
| Mar 2024March 2024 | $3.85B | 2,410 | 36 | 13 |
| Mar 2023March 2023 | $3.04B | 2,286 | 34 | 14 |
| Mar 2022March 2022 | $2.84B | 2,430 | 33 | 14 |
| Jun 2021June 2021 | $2.58B | 4,385 | 37 | 14 |
Besides its headquarters, Rehmann Capital Advisory Group has 13 offices, with 14 listed addresses across 2 states.
Michigan · 9 listed addresses
- 4086 Legacy Parkway, LansingHQ
- 1249 Griswold Street, Detroit
- 2330 East Paris Avenue Se, Grand Rapids
- 107 S. Cass St, Traverse City
- 236 1/2 E. Front St., Traverse City
- 540 W Lake St., Tawas City
- 555 Briarwood Cir, Ann Arbor
- 5800 Gratiot Ave, Saginaw
- 150 W. Big Beaver RD, Troy
Florida · 5 listed addresses
- 9132 Strada Place, the Mercato, Naples
- 800 Se Monterey Commons BLVD., Stuart
- 2800 Ocean Drive, Vero Beach
- 201 East Pine Street, Orlando
- 500 University BLVD, Jupiter
Other business names
Rehmann Capital Advisory Group has reported 1 other business name to the SEC.
- Rehmann Wealth
Contact and registration details
- Legal name
- Rehmann Capital Advisory Group, LLC
- Headquarters
- 4086 Legacy Parkway, Lansing, MI 48911-4261
- Website
- Not reported
- Phone
- 517-316-2400
- SEC file
- 801-64587
- Structure
- Michigan LLC
- Fiscal year end
- December
Rehmann Capital Advisory Group has custody of client assets.
At year end, Rehmann Capital Advisory Group’s separately managed accounts were mostly in stocks (54%) and funds (34%). Its reported 13F holdings for the quarter ended 30 June 2026 total $2.18B across 702 positions; the largest are iShares TR (8.2%), iShares TR (7.7%) and iShares TR (4.5%).
What the accounts hold
- Stocks54%
- Funds34%
- Bonds11%
- State and local bonds5%
- U.S. government and agency bonds3%
- Investment grade corporate bonds3%
- Cash1%
How many clients does Rehmann Capital Advisory Group have?
Rehmann Capital Advisory Group has 2,549 clients and manages $5.27 billion for them, as of September 2026. They include 1,123 high-net-worth individuals, 1,063 individual clients, and 267 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 September 2026
What services does Rehmann Capital Advisory Group offer?
Rehmann Capital Advisory Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Rehmann Capital Advisory Group charge?
Rehmann Capital Advisory Group charges up to 2.50% a year for its Asset Management Compensation. The fee is billed in advance and is negotiable.
Source: 2026 REHMANN CAPITAL ADVISORY GROUP, LLC 2A, filed 30 March 2026
How many financial advisors does Rehmann Capital Advisory Group have?
Rehmann Capital Advisory Group has 31 investment adviser representatives registered with state securities authorities, out of 39 employees, and 39 perform investment advisory functions. 23 employees are registered representatives of a broker-dealer and 23 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 Rehmann Capital Advisory Group invest in?
At the end of its last fiscal year, Rehmann Capital Advisory Group’s separately managed accounts held 54% exchange-traded equities, 34% registered funds (mutual funds, ETFs, BDCs), 5% state and local bonds, 3% U.S. government and agency bonds, 3% investment grade corporate 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 Rehmann Capital Advisory Group?
Rehmann Capital Advisory Group’s direct owners are Rehmann Financial Group, LLC (75% or more) and Rehmann (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 2 September 2026
How does Rehmann Capital Advisory Group get paid?
Rehmann Capital Advisory Group is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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 Rehmann Capital Advisory Group?
Rehmann Capital Advisory Group’s main office is at 4086 Legacy Parkway, Lansing, MI 48911-4261. Its phone number is 517-316-2400.
