Rahlfs Capital, LLC

RIASEC RegisteredEst. 2003
Total AUM
$272M
Discretionary
$236M
87% of AUM
Avg account
$7.3M
Accounts
37
Employees
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
127425
Registered since
July 3, 2003
Custodians
BANK OF TEXAS, N.A. PRIVATE WEALTH TRUST GROUP, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI55.86%
  • Other Investment Advisers43.59%
  • Individuals0.34%
  • Charitable Organizations0.21%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Rahlfs Capital, LLC is an SEC-registered investment adviser organized as a limited liability company and active since 2003. The firm serves a concentrated book of individual and family clients under a percentage-of-AUM fee model and provides portfolio management for individuals, small businesses, and institutional/business clients. Rahlfs Capital runs primarily discretionary mandates (the bulk of client assets are discretionary), but also retains non-discretionary relationships. The firm publishes periodicals or newsletters as part of its advisory activities, and it does not position itself as an ESG-focused manager. Investment posture tilts toward publicly traded equities: the firm reports a clear preference for equity exposure and uses exchange-traded instruments as the single largest asset bucket. At the same time, Rahlfs Capital accesses third-party alternative managers across private equity, real estate, and digital currency, and it supplements public market exposure with mutual funds. That mix suggests a blended approach that combines liquid core equity allocations with less-liquid, return-enhancing alternatives where appropriate for client objectives and liquidity profiles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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 51%, Public Funds/Mutual Funds 24%, State & Local Bonds 11%, US Government Bonds 5%, Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 4%51%
  • Exchange Traded Equities51%
  • Public Funds/Mutual Funds24%
  • State & Local Bonds11%
  • US Government Bonds5%
  • Investment Grade Corp Bonds5%

Contacts

1 of 1
  • Brian Rahlfs

    Managing PrincipalCRD 2026177

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth