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RABENOLD ADVISORS, INC.

CRD 283882File 801-135399
APPROVED
Retail clients
Filing as of Mar 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$35.6M
Bottom 25% of cohort (national)
Discretionary AUM
$35.6M
Clients
82
117 accounts
Employees
4
Bottom 25% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
NYRO
Registration date
Feb 24, 2026
Principal office
5930 MAIN STREET, SUITE 400, WILLIAMSVILLE, NY, 14221
Phone
716-568-8790

Assets & accounts

ADV Item 5F
Total regulatory AUM
$35.6M
Discretionary AUM
$35.6M
Non-discretionary AUM
$0
Discretionary accounts
117
Non-discretionary accounts
0
Total accounts
117
AUM per client
$434K

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals9$20.0M
Individuals (other than high net worth individuals)73$15.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described)NEGOTIATED FINANCIAL PLANNING FEE; NEGOTIATED FLAT ADVISOR FEE
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.