Rahlfs Capital, LLC is a large advisory firm based in Lake Kiowa. It manages $218.74 million of regulatory assets for 52 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Texas.
Rahlfs Capital provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, publication of newsletters, and private research. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rahlfs Capital, LLC is $218.74 million. The firm's AUM has grown by 112% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Rahlfs Capital, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Rahlfs Capital is high net worth individuals with 16 clients and $146.95 million of assets under management. Among the 10 most similar advisory firms, Rahlfs Capital has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $146.95 million for 16 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Rahlfs Capital doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Rahlfs Capital, LLC performs its advisory services is located at 1034 Kiowa Drive East, Lake Kiowa, TX 76240, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 214-460-3992. The normal business hours are 8:00a.m. to 5:00p.m. on Monday - Friday. You can find more information about the New York firm at rahlfscapital.com.