Rahlfs Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 127425
- Registered since
- July 3, 2003
- Website
- www.rahlfscapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities51%
- Public Funds/Mutual Funds24%
- State & Local Bonds11%
- US Government Bonds5%
- Investment Grade Corp Bonds5%
Contacts
1 of 1Brian Rahlfs
Managing PrincipalCRD 2026177
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
SK Advisor Network, LLC
RIAPlano, TX
True Blue Financial, LLC
RIAStevensville, MI
Fairlead Asset Management LLC
RIAGreenwich, CT
Eastgate Capital Advisors LLC
RIAWinnetka, IL
Wilmington Trust Asset Management, LLC
RIAWilmington, DE
True Vision Financial Advisors
RIAWoodbury, MN