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REBEL FINANCIAL, LLC

REBEL FINANCIAL, LLC.

CRD 168263 · SEC 801-118009

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5940 CLYDE MOORE DR, SUITE C, GROVEPORT, OH, 43125, United States

Phone

614-441-9605

Fax

614-441-4150

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$370.5M

Discretionary AUM

$358.2M

Team

6 total employees; 6 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Subscription fees; Fixed fees; A PERCENTAGE OF NET WORTH UNDER MANAGEMENT

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals333$148.6M
High net worth individuals100$207.7M
Pension/profit sharing plans8$12.3M
Corporations/business entities2$1.8M

States served

CA, LA, NE, NC, OH, PA, WV, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD