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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

REBEL FINANCIAL, LLC

REBEL FINANCIAL, LLC., CRD 168263

GROVEPORT, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d36043e8-cb1f-b6b0-5ccd-fbe9088516aa

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 5
On other graphs: 0
Observed: Dec 26, 2019 to Mar 30, 2026
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $370MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $358M
Private client RAUM: $356MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $61.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,767
Individual clients: 333
High net worth clients: 100
SEC number: 801-118009
CRD: 168263
Filings on the tape: 18
First filed: Dec 26, 2019
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, OH
Website: careers.rebelfinancial.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WILLIAM PHILLIP RATCLIFF	n/a	GROVEPORT, OH	13	22	2	no
ANTHONY RAINER JONES	n/a	GROVEPORT, OH	10	21	6	no
Barry Kenneth Jamieson	Certified Financial Planner	GROVEPORT, OH	4	12	1	no
CHRISTINA MARIA POVENMIRE	Certified Financial Planner	GROVEPORT, OH	4	24	3	no
Case Richard Belger	n/a	GROVEPORT, OH	2	12	n/a	no
Franco Iozzo	n/a	GROVEPORT, OH	2	16	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
RATCLIFF, WILLIAM, PHILLIP	MANAGING MEMBER, PRESIDENT, CCO	E	yes	09/2013	Dec 26, 2019	Mar 26, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 30, 2026	$370M	$358M	6	6	n/a	n/a
2024	Mar 31, 2025	$314M	$304M	7	7	n/a	n/a
2023	Mar 26, 2024	$281M	$274M	5	5	n/a	n/a
2022	Mar 1, 2023	$249M	$242M	6	6	n/a	n/a
2021	Mar 6, 2022	$222M	$216M	4	4	n/a	n/a
2020	Mar 8, 2021	$173M	$167M	4	4	n/a	n/a
2019	Mar 30, 2020	$136M	$132M	3	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	2	-2	33.3%	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$370M	$314M	18.0%	$249M	14.2%	6	7	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CMP FINANCIAL PLANNING	2	Dec 31, 2023	Mar 28, 2022	COLUMBUS, OH	Team lift out	Other	100.0%

Relationships

Registered with (9)

← Franco IozzoAdvisorregistration: current employment
Aug 16, 2024 to presentfactForm ADV
← Case Richard BelgerAdvisorregistration: current employment
Jun 20, 2024 to presentfactForm ADV
← CHRISTINA MARIA POVENMIREAdvisorregistration: current employment
Mar 28, 2022 to presentfactForm ADV
← Barry Kenneth JamiesonAdvisorregistration: current employment
Mar 11, 2022 to presentfactForm ADV
← ANTHONY RAINER JONESAdvisorregistration: current employment
Oct 30, 2015 to presentfactForm ADV
← WILLIAM PHILLIP RATCLIFFAdvisorregistration: current employment
Aug 27, 2013 to presentfactForm ADV
← Jonathan Philip BaileyAdvisorregistration: previous registration
Nov 13, 2018 to Nov 7, 2025factForm ADV
← RUSSELL DRAKE THAMMAdvisorregistration: previous registration
Mar 18, 2025 to Nov 3, 2025factForm ADV
← Acie ClayborneAdvisorregistration: previous registration
Dec 2, 2020 to Jun 26, 2023factForm ADV

Controls (1)

← RATCLIFF, WILLIAM, PHILLIPOwnerMANAGING MEMBER, PRESIDENT, CCO, ownership code E, individual
Dec 26, 2019 to Mar 26, 2024factForm ADV

Dated events

Occurred
Nov 7, 2025
Advisor changed firm
Jonathan Philip Bailey left Rebel Financial, Llc for The Joseph Group Capital Management (registered 2025-11-25)
Form ADVobserved 6 days ago
Occurred
Nov 3, 2025
Advisor changed firm
Russell Drake Thamm left Rebel Financial, Llc for Teamwork Financial Advisors, Llc (registered 2025-11-26)
Form ADVobserved 6 days ago
Occurred
Dec 31, 2023
Team lift-out
2 advisors left Cmp Financial Planning (Columbus, OH) for Rebel Financial, LLC on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Jun 26, 2023
Advisor changed firm
Acie Clayborne left Rebel Financial, Llc for Values Added Financial (registered 2025-12-04)
Form ADVobserved 6 days ago
Occurred
Dec 26, 2019
First Form ADV filing
Rebel Financial, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d36043e8-cb1f-b6b0-5ccd-fbe9088516aa
First observed: Dec 26, 2019
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

REBEL FINANCIAL, LLC

REBEL FINANCIAL, LLC., CRD 168263

GROVEPORT, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d36043e8-cb1f-b6b0-5ccd-fbe9088516aa

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:57 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WILLIAM PHILLIP RATCLIFF

n/a

GROVEPORT, OH

ANTHONY RAINER JONES

n/a

GROVEPORT, OH

Barry Kenneth Jamieson

Certified Financial Planner

GROVEPORT, OH

CHRISTINA MARIA POVENMIRE

Certified Financial Planner

GROVEPORT, OH

Case Richard Belger

n/a

GROVEPORT, OH

n/a

Franco Iozzo

n/a

GROVEPORT, OH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

RATCLIFF, WILLIAM, PHILLIP

MANAGING MEMBER, PRESIDENT, CCO

yes

09/2013

Dec 26, 2019

Mar 26, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$370M

$358M

n/a

2024

Mar 31, 2025

$314M

$304M

n/a

2023

Mar 26, 2024

$281M

$274M

n/a

2022

Mar 1, 2023

$249M

$242M

n/a

2021

Mar 6, 2022

$222M

$216M

n/a

2020

Mar 8, 2021

$173M

$167M

n/a

2019

Mar 30, 2020

$136M

$132M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

33.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$370M

$314M

18.0%

$249M

14.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CMP FINANCIAL PLANNING

Dec 31, 2023

Mar 28, 2022

COLUMBUS, OH

Team lift out

Other

100.0%