Rehmann Capital Advisory Group, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 123047
· SEC file 801-64587
· Lansing, MI
· www.rehmann.com
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ADV data as of Mar 30, 2026
- Regulatory AUM
- $5.3B
- Discretionary
- $4.0B
- Clients
- 2,549
- Avg AUM / client
- $2.1M
- Accounts
- 6,020
- Employees
- 39
AUM over time
$1.1B
$5.3B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Investments (13F portfolio — 676 positions, $1,920,557,874)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | S&P 500 VAL ETF | $151,335,327 | 716,711 | 7.88% | 2.87% |
| 2 | Ishares Tr | S&P 500 GRWT ETF | $131,742,234 | 1,164,899 | 6.86% | 2.5% |
| 3 | Ishares Tr | CORE MSCI EAFE | $90,591,373 | 1,000,681 | 4.72% | 1.72% |
| 4 | Vanguard Index Fds | S&P 500 ETF SHS | $66,123,909 | 110,682 | 3.44% | 1.25% |
| 5 | Fidelity Merrimack Str Tr | TOTAL BD ETF | $59,103,776 | 1,296,014 | 3.08% | 1.12% |
| 6 | Apple Inc | COM | $52,889,697 | 208,343 | 2.75% | 1.0% |
| 7 | Ishares Tr | CORE S&P500 ETF | $36,355,098 | 55,694 | 1.89% | 0.69% |
| 8 | Spdr Series Trust | STATE STREET SPD | $35,271,547 | 391,273 | 1.84% | 0.67% |
| 9 | Spdr Series Trust | STATE STREET SPD | $33,838,431 | 352,653 | 1.76% | 0.64% |
| 10 | Ishares Tr | S&P MC 400VL ETF | $33,423,163 | 252,258 | 1.74% | 0.63% |
| 11 | Ishares Tr | MSCI USA MIN VOL | $30,464,929 | 328,555 | 1.59% | 0.58% |
| 12 | Ishares Tr | CORE S&P SCP ETF | $29,037,373 | 233,584 | 1.51% | 0.55% |
| 13 | Nvidia Corporation | COM | $25,785,745 | 147,944 | 1.34% | 0.49% |
| 14 | Dimensional Etf Trust | US CORE EQUITY 2 | $24,811,806 | 638,492 | 1.29% | 0.47% |
| 15 | Ishares Tr | CORE S&P TTL STK | $24,621,482 | 172,866 | 1.28% | 0.47% |
| 16 | Stryker Corporation | COM | $20,881,117 | 63,548 | 1.09% | 0.4% |
| 17 | Berkshire Hathaway Inc Del | CL B NEW | $20,788,919 | 43,382 | 1.08% | 0.39% |
| 18 | Spdr Series Trust | STATE STREET SPD | $20,722,202 | 270,819 | 1.08% | 0.39% |
| 19 | Ishares Inc | CORE MSCI EMKT | $19,803,312 | 283,937 | 1.03% | 0.38% |
| 20 | Microsoft Corp | COM | $19,299,230 | 52,134 | 1.0% | 0.37% |
| 21 | Janus Detroit Str Tr | HENDRSON AAA CL | $17,071,402 | 338,979 | 0.89% | 0.32% |
| 22 | Alphabet Inc | CAP STK CL C | $16,600,746 | 57,870 | 0.86% | 0.31% |
| 23 | Hartford Fds Exchange Traded | TOTAL RTRN ETF | $16,556,436 | 490,715 | 0.86% | 0.31% |
| 24 | Amazon Com Inc | COM | $15,585,459 | 74,867 | 0.81% | 0.3% |
| 25 | Invesco Qqq Tr | UNIT SER 1 | $13,366,769 | 23,158 | 0.7% | 0.25% |
Top 25 of 676 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,063 | $228M | 4.32% |
| High net worth individuals | 1,123 | $3.2B | 60.0% |
| Pension and profit sharing plans | 267 | $1.5B | 27.5% |
| Charitable organizations | 13 | $109M | 2.07% |
| Insurance companies | 0 | $414K | 0.01% |
| Corporations and other businesses | 83 | $321M | 6.08% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Frankenmuth Bavarian Inn, Inc. Employees' Retirement Plan Frankenmuth Bavarian Inn, Inc. | 2024 | |
| Virginia Women's Center, Inc. 401(k) Plan Virginia Womens Center, Inc. | 2024 | |
| Motor City Dental Partners, Llc 401 K Plan Motor City Dental Partners, Llc | 2024 |
People (43)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Phillips | Chief Investment Officer | CFA | Jul 2007 (19y) | Less than 5% |
| Payne, Joan | Chief Financial Officer | Jan 2009 (18y) | Less than 5% | |
| Ryan Sullivan | Chief Executive Officer | CFP | Jun 2010 (16y) | Less than 5% |
| Nicole Anne Spitzley | Chief Compliance Officer | Jan 2013 (14y) | Less than 5% | |
| Flourry, Amy, E | Chief Operations Officer | Jan 2015 (12y) | Less than 5% | |
| Thomas Wiggins | Registered representative | CFP | Sep 2009 (17y) | |
| Douglas Allen Barber | Registered representative | CFP | Apr 2010 (16y) | |
| Gerald John Wernette | Registered representative | Apr 2010 (16y) | ||
| Luke Terry | Registered representative | May 2010 (16y) | ||
| James Joseph Gracik | Registered representative | May 2010 (16y) | ||
| Derrek John Klimek | Registered representative | CFP | May 2010 (16y) | |
| Keith Douglas Harder | Registered representative | CFP | Jun 2010 (16y) | |
| Ronald Lewis Knipping | Registered representative | CFP | Jun 2010 (16y) | |
| Kristopher Mitchell Burak | Registered representative | Nov 2010 (16y) | ||
| Jay Brant Berger | Registered representative | CFP | Nov 2010 (16y) | |
| Jeannette Michelle Monroe | Registered representative | Aug 2011 (15y) | ||
| Adam Kristjan Garvey | Registered representative | Oct 2013 (13y) | ||
| Simon Micakaj | Registered representative | CFP | Jun 2016 (10y) | |
| Joseph John Zaiter | Registered representative | Aug 2017 (9y) | ||
| Ryan Philip Hammis | Registered representative | Mar 2020 (6y) | ||
| Scott Wesley | Registered representative | CFP Personal Financial Specialist | Oct 2021 (5y) | |
| David C Cook | Registered representative | Jan 2022 (5y) | ||
| Jalen Garrett | Registered representative | CFP | Jan 2023 (4y) | |
| Tyler Weir | Registered representative | CFP | Jan 2023 (4y) | |
| Max Wellinger | Registered representative | CFA | May 2023 (3y) | |
| William Lewis Lazar | Registered representative | CFP | Apr 2024 (2y) | |
| David Alan Ladomer | Registered representative | CFP | Apr 2024 (2y) | |
| Colin Lennox | Registered representative | CFP | Jul 2024 (2y) | |
| Lisa Maria Lamb | Registered representative | Jul 2024 (2y) | ||
| Travis Raymond Terhaar | Registered representative | Dec 2024 (2y) | ||
| James Patrick Russell | Registered representative | CFP | Jan 2025 (2y) | |
| Steven M Gibson | Registered representative | CFA | Jan 2025 (2y) | |
| Basam Mushtaq Malik | Registered representative | Jan 2025 (2y) | ||
| David Andrew Savage | Registered representative | Jan 2025 (2y) | ||
| Mark Andrew Meyers | Registered representative | CFP Chartered Financial Consultant | Jan 2025 (2y) | |
| Marla Ruth Masters | Registered representative | Jan 2025 (2y) | ||
| Molly Anne Brueggeman | Registered representative | Jan 2025 (2y) | ||
| Adam Brenders | Registered representative | CFP | May 2025 (1y) | |
| Collin Steinhauer | Registered representative | Jan 2026 (1y) | ||
| William Donald Blank | Registered representative | Apr 2026 (0y) | ||
| Riley Lewis | Registered representative | Apr 2026 (0y) | ||
| Michael G. Brodowicz | Registered representative | May 2026 (0y) | ||
| Blaine Perrin | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Rehmann Financial Group, Llc | Member | Jan 2001 | A | 75% or more |
| Rehmann | Member | Jan 2001 | B | 50% – 75% of The Rehmann Financial Group, Llc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Frankenmuth Bavarian Inn, Inc. Employees' Retirement Plan | Frankenmuth Bavarian Inn, Inc. | 420 | $11.2M | 01/01/2024 |
| Virginia Women's Center, Inc. 401(k) Plan | Virginia Womens Center, Inc. | 354 | $48.3M | 01/01/2024 |
| Motor City Dental Partners, Llc 401 K Plan | Motor City Dental Partners, Llc | 217 | $3.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • SERVICING FEES FROM CUSTODIANS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗