SourcingSourcing

RABE INVESTMENT CONSULTING GROUP

A74
CRD 316029·SEC 801-122170·RICHFIELD, OH
AUM
$129.9M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$390K
@ 30% margin
Est. Deal Value
$3.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RABE INVESTMENT CONSULTING GROUP
CRD
316029
SEC file #
801-122170
EIN
—
DBA names
—

Economics

AUM
$129.9M
AUM band
$100M-$500M
AUM trajectory
'22'26
$113.0M → $129.9M▲ +15%
Client mix
Individuals Other111
Individuals High Net Worth29

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
2 advisors → 2 advisors▬ 0%
Primary office
RICHFIELD OH
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
04/08/2025
ADV-W filed at
—
Website
instagram.com/rabeicg/?next=%2f(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RABE, MICHAEL, NATHAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
RABE, MICHAEL, NATHAN
CRIGHTON, AMANDA, EMILY
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:rabeconsulting.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4341
Soi Zip Pct 200k Plus
0.2066
Soi Zip Returns 200k Plus
690
Soi Zip Total AGI
673,031

Compliance & brand

Firm Registration Status
active

All other collected signals (15)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI7,394
Returns660
Stub 2
AGI17,258
Returns470
Stub 3
AGI26,826
Returns430
Soi Zip Total Business Income
20,084
Soi Zip Total Cap Gains
82,257
Soi Zip Total Dividends
22,678
Soi Zip Total Returns
3,340
Top Owner CRD
838311
Trust Company Affiliate
No

People (2)

2
RABE, MICHAEL, NATHAN
IAR · Direct Owner · 87.5%
838311
CRIGHTON, AMANDA, EMILY
IAR · Executive Officer · 2.5%
6724213