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- Custodian
- Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-30-2021
- Office Locations
- 1
Office Locations
About Rabe Investment Consulting Group
Rabe Investment Consulting Group is a fee-only, SEC-registered RIA in Richfield, OH focused on retirement planning and ongoing advisory/portfolio management for a select client base. The team builds values-aligned financial plans and bespoke portfolios using a balanced, bottom-up quantitative ranking model tailored to each investor’s risk profile. Led by CFA Michael N. Rabe, the firm also supports nonprofits and offers donation-matching.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
MICHAEL NATHAN RABE
Financial Advisor, General Partner, Managing Member
- CRD
- #838311
- Ownership
- 75% or more
AMANDA EMILY CRIGHTON
Chief Compliance Officer, Financial Advisor
- CRD
- #6724213
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $121,156,323 | $357,393 |
| Non-Discretionary | $26,188,639 | $707,801 |
| Total | $147,344,962 | $391,875 |
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Separately Managed Accounts
Total SMA Asset: $147,344,962
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $86,920,618 | 11.7% |
| Public Funds | $134,466,939 | 18.1% |
| U.S. Government/Agency | $136,695,672 | 18.4% |
| Municipal Bonds | $190,185,283 | 25.6% |
| Cash | $194,642,751 | 26.2% |
| Total | $742,911,263 | 100.0% |