REHMANN CAPITAL ADVISORY GROUP, LLC

CRD

123047

SEC file #

801-64587

EIN

—

DBA names

Rehmann Wealth

Economics

AUM

$5.27B

AUM band

$1B+

AUM trajectory

'20 · $1.98B

'21 · $2.52B

'22 · $2.58B

'23 · $2.84B

'25 · $4.27B

'26 · $5.27B

'20'26

$1.98B → $5.27B▲ +166%

sec adv history

Client mix

Individuals High Net Worth	1,123
Individuals Other	1,063
Pension Profit Sharing Plans	267
Corporations	83
Charitable Organizations	13

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 35 advisors

'21 · 35 advisors

'22 · 37 advisors

'23 · 32 advisors

'25 · 36 advisors

'26 · 39 advisors

'20'26

35 advisors → 39 advisors▲ +11%

sec adv history

Primary office

LANSING MI

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing

03/30/2026

rehmann.com/solutions/wealth-planning

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

REHMANN FINANCIAL GROUP, LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

REHMANN FINANCIAL GROUP, LLC

PAYNE, JOAN

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

REHMANN.COM

Rdap Domain Creation Date

1998-11-12T05:00:00Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

NameCheap, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

239,564

Form 5500 Compensation Trajectory 3y

2025

239,564

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

239,564

Schedule C Service Provider Rows

SEC EDGAR

Edgar Registered

sec edgar

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade

adv brochure

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2028-11-11T05:00:00Z

Rdap Domain Last Changed

2023-10-25T13:56:25Z

Rdap Nameservers

Dns1.registrar-servers.comDns2.registrar-servers.com

Rdap Secure Dns Enabled

Yes

Rdap Status

Client Transfer Prohibited

Trust Company Affiliate