REBEL FINANCIAL, LLC
Firm details
- Headquarters
- GROVEPORT, Ohio
- CRD number
- 168263
- Registered since
- January 27, 2020
- Website
- rebelfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, AXOS ADVISOR SERVICES
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Other
- Client types
- HNWI56.07%
- Individuals40.11%
- Pension & Profit Sharing Plans3.33%
- Corporations / Businesses0.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Rebel Financial, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2020. The firm is individually owned and serves a mix of individual & family and institutional clients. Its advisory services span financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars/workshops; the firm also lists accounting among its business activities. Rebel Financial uses a range of client fee arrangements (percentage of AUM, hourly, subscription, fixed and other fee models) and does not identify as an active ESG investor. The firm was recognized on FA Magazine’s “Top RIA Firms” list in 2020.
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 Equities71%
- Public Funds/Mutual Funds22%
- Private Funds3%
- Cash & Cash Equivalents1%
Contacts
3 of 6Franco Iozzo
Investment AnalystCRD 7535642
Case Belger
Financial Planning InternCRD 7941519
ANTHONY JONES
Lead AdvisorCRD 4878941
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$270M in ETFs
82%
$222M
16%
$47.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF (SPYV) | State Street | Passive | Large Value | $15.8M | 279,279 | 5.86% |
Location
GROVEPORT, OH
FRANKLIN
Location
GROVEPORT, OH
Headquartered in GROVEPORT, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- FRANKLIN
- Address
- 5940 Clyde Moore Dr
- Time zone
- ET (UTC-5)
- Office locations
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