RARE WOLF CAPITAL LLC
Firm details
- Headquarters
- BELLEVUE, Washington
- CRD number
- 334465
- Registered since
- June 5, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Rare Wolf Capital LLC is an independent SEC-registered registered investment adviser formed as an LLC and owned by an individual. The firm serves predominantly individual and family clients on a fee‑based, percentage‑of‑AUM model and provides financial planning and discretionary portfolio management for individuals, small businesses, and institutions. It does not identify as an ESG investor, is not a multistate adviser, and is not positioned as a capital allocator or pension consultant. The firm registered with the SEC in 2025.
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 Equities86%
- State & Local Bonds7%
- Private Funds4%
- Public Funds/Mutual Funds3%
Contacts
1 of 1JUSTIN ROLFE
Founder & Portfolio ManagerCRD 7172316
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$34.7M in ETFs
99%
$34.3M
0%
$347K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $16.1M | 319,962 | 46.48% |
Location
BELLEVUE, WA
KING
Location
BELLEVUE, WA
Headquartered in BELLEVUE, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KING
- Address
- 10900 NE 4th St
- Time zone
- PT (UTC-8)
- Office locations
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