$179.6M Total AUM
$179.6M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-05-2025
- Office Locations
- 1
Office Locations
10900 N.e. 4TH Street STE 2300 Bellevue WA
About Rare Wolf Capital LLC
Rare Wolf Capital is a Bellevue, WA RIA providing high-touch, personalized financial planning and portfolio management, including estate, insurance, and business-succession guidance. The firm serves discerning clients, including entrepreneurs, and builds portfolios primarily with ETFs, with municipal bonds as a key fixed-income sleeve. Client assets are custodied with Charles Schwab Institutional.
Team overview
42 AVG AGE
$179.6M AVG AUM / ADVISOR
$5.4M AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JUSTIN DEVERE ROLFE
Chief Compliance Officer, Owner, PORTFOLIO MANAGER
- CRD
- #7172316
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $179,594,386 | $5,442,254 |
| Non-Discretionary | $0 | -- |
| Total | $179,594,386 | $5,442,254 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Private Funds:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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