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Rebel Financial, LLC.

● SEC registered since 2020CRD 168263SEC# 801-118009Groveport, OH
Export (members)
Reg. AUM
$370.5M
Employees
6
Accounts
1,767
Location
Groveport, OH

Rebel Financial, LLC. assets under management

Rebel Financial, LLC. is a registered investment adviser overseen by the SEC based in Groveport, OH. The firm has been registered since 2020. It reports $370.5 million in regulatory assets under management and employs 6 people.

Rebel Financial, LLC. owners & executives

1 reported
NameTitleOwnershipSince
William Phillip Ratcliff ControlManaging Member, President, CcoOver 75%2013

Frequently asked questions

How much does Rebel Financial, LLC. manage?

Rebel Financial, LLC. reports $370.5 million in regulatory assets under management on its Form ADV.

How many employees does Rebel Financial, LLC. have?

Rebel Financial, LLC. reports 6 employees.

Where is Rebel Financial, LLC. located?

Rebel Financial, LLC. is based in Groveport, OH and has been SEC-registered since 2020.

Does Rebel Financial, LLC. disclose fund performance?

Rebel Financial, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5940 Clyde Moore Dr, Suite C, Groveport, OH 43125
Phone614-441-9605
Fax614-441-4150
Office hours9:00 - 5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$370.5M▲ 18%
Mar '25 — $314MApr '25 — $314MMay '25 — $314MJun '25 — $314MJul '25 — $314MAug '25 — $314MSep '25 — $314MOct '25 — $314MNov '25 — $314MDec '25 — $314MJan '26 — $314MFeb '26 — $314MMar '26 — $370.5MApr '26 — $370.5MMay '26 — $370.5MJun '26 — $370.5M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$370.5Mregulatory AUM
Discretionary $358.2MNon-discretionary $12.3M