Rabe Investment Consulting Group
- Regulatory AUM
- $147M
- Discretionary
- $121M
- Clients
- 142
- Avg AUM / client
- $1.0M
- Accounts
- 376
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Jun 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 113 | $31.4M | 21.3% |
| High net worth individuals | 29 | $99.7M | 67.6% |
| Charitable organizations | Fewer than 5 clients | $10.9M | 7.38% |
| Insurance companies | Fewer than 5 clients | $5.0M | 3.4% |
| Corporations and other businesses | Fewer than 5 clients | $376K | 0.26% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Amanda Emily Crighton | Chief Compliance Officer | CFP | Jul 2021 (5y) | Less than 5% |
| Michael Nathan Rabe | Managing Member | CFA | Jul 2021 (5y) | 75% or more |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/03/2026 | 905 KB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- TradePMR $147M (100% of AUM) Jun 2026
- Wells Fargo $123M (100% of AUM) Jan 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 03, 2026.
View current Form ADV (SEC/IAPD) ↗