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 advisor organized as a limited liability company and owned by an individual. The firm began its SEC registration in 2025 and focuses on serving individual and family clients on a percentage‑of‑AUM fee model. Its advisory scope includes financial planning plus discretionary portfolio management for individuals, small businesses, and business or institutional clients. The adviser does not identify as an ESG investor, is not a multi‑state adviser, and does not act as a capital allocator or pension consultant. The firm shows a clear tilt toward publicly traded equities as its primary exposure, using exchange‑traded equities as the most common asset type across managed accounts. That public equity focus sits alongside access to private markets and other alternatives delivered via third‑party managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1
Justin Rolfe
Founder & Portfolio ManagerCRD 7172316
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$35.3M in ETFs
99%
$34.9M
0%
$424K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $10.5M | 208,200 | 29.69% |
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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