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Rehmann Capital Advisory Group, LLC

● SEC registered since 2005CRD 123047SEC# 801-64587Lansing, MI
Export (members)
Reg. AUM
$5.27B
Employees
39
Accounts
6,020
Location
Lansing, MI

Rehmann Capital Advisory Group, LLC assets under management

Rehmann Capital Advisory Group, LLC is a registered investment adviser overseen by the SEC based in Lansing, MI. The firm has been registered since 2005. It reports $5.3 billion in regulatory assets under management and employs 39 people.

Rehmann Capital Advisory Group, LLC owners & executives

6 reported
NameTitleOwnershipSince
Jeffrey Phillips ControlChief Investment OfficerUnder 5%2009
Joan Payne ControlChief Financial OfficerUnder 5%2009
Nicole Anne Spitzley ControlChief Compliance Officer; Chief Opperations OfficerUnder 5%2014
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Frequently asked questions

How much does Rehmann Capital Advisory Group, LLC manage?

Rehmann Capital Advisory Group, LLC reports $5.3 billion in regulatory assets under management on its Form ADV.

How many employees does Rehmann Capital Advisory Group, LLC have?

Rehmann Capital Advisory Group, LLC reports 39 employees.

Where is Rehmann Capital Advisory Group, LLC located?

Rehmann Capital Advisory Group, LLC is based in Lansing, MI and has been SEC-registered since 2005.

Does Rehmann Capital Advisory Group, LLC disclose fund performance?

Rehmann Capital Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4086 Legacy Parkway, Lansing, MI 48911-4261
Phone517-316-2400
Fax517-316-2401
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1633037
Discloses disciplinary historyNo

Regulatory AUM

$5.27B▲ 23%
Mar '25 — $4.27BApr '25 — $4.27BMay '25 — $4.27BJun '25 — $4.27BJul '25 — $4.27BAug '25 — $4.27BSep '25 — $4.27BOct '25 — $4.27BNov '25 — $4.27BDec '25 — $4.27BJan '26 — $4.27BFeb '26 — $4.27BMar '26 — $5.27BApr '26 — $5.27BMay '26 — $5.27BJun '26 — $5.27B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers

Assets under management

$5.27Bregulatory AUM
Discretionary $3.99BNon-discretionary $1.29B