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REBEL FINANCIAL, LLC
Legal name: REBEL FINANCIAL, LLC.
CRD 168263File 801-118009
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$370.5M
Below cohort median (national)
Discretionary AUM
$358.2M
Non-discretionary $12.3M
Clients
443
1,767 accounts
Employees
6
Below cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 27, 2020
- Principal office
- 5940 CLYDE MOORE DR, SUITE C, GROVEPORT, OH, 43125
- Phone
- 614-441-9605
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $370.5M
- Discretionary AUM
- $358.2M
- Non-discretionary AUM
- $12.3M
- Discretionary accounts
- 1,759
- Non-discretionary accounts
- 8
- Total accounts
- 1,767
- AUM per client
- $836K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.8M |
| High net worth individuals | 100 | $207.7M |
| Pension and profit sharing plans | 8 | $12.3M |
| Individuals (other than high net worth individuals) | 333 | $148.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — A PERCENTAGE OF NET WORTH UNDER MANAGEMENT
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.