RABENOLD ADVISORS, INC.

RIASEC RegisteredEst. 2026
Total AUM
$35.6M
Discretionary
$35.6M
100% of AUM
Avg account
$304K
Accounts
117
Employees
4
Advisory reps
2

Firm details

Headquarters
WILLIAMSVILLE, New York
CRD number
283882
Registered since
February 24, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Other
Client types
  • HNWI56.22%
  • Individuals43.78%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Rabenold Advisors, Inc. is an independent, individually owned registered investment adviser focused on serving individuals and families. The firm offers financial planning and discretionary portfolio management for individuals and small businesses and charges fees based on a percentage of assets under management (with other fee arrangements also noted). It is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 76%, Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 8%, US Government Bonds 5%, Derivatives 1%76%
  • Exchange Traded Equities76%
  • Investment Grade Corp Bonds10%
  • Cash & Cash Equivalents8%
  • US Government Bonds5%
  • Derivatives1%

Contacts

2 of 2
  • Jacqueline Tedesco

    Financial AdvisorCRD 2975454

  • DIRK RABENOLD

    Registered RepresentativeCRD 1407291

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WILLIAMSVILLE, NY

ERIE

Location

WILLIAMSVILLE, NY

Headquartered in WILLIAMSVILLE, NY, anchoring the Buffalo-Cheektowaga-Olean, NY metro in the Northeast.

Metro area
Buffalo-Cheektowaga-Olean, NY
Region
Northeast
County
ERIE
Address
5930 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth