DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Rebel Financial, LLC
Legal name Rebel Financial, LLC.
Latest filing Mar 30, 2026
First filing on the tape Dec 26, 2019 · 18 filings
SEC status approved since Jan 27, 2020
RAUM
$370M
reported, Item 5.F
Discretionary
97%
of RAUM
Private clients
96%
$356M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$61.7M
derived; firm RAUM over IAPD count
Employees
6
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$370M as of Mar 30, 2026
Mar 30, 2020$136M then
HNW client RAUM$208M as of Mar 30, 2026
Mar 30, 2020$66.2M then
State-registered IARs (5.B.3)6 as of Mar 30, 2026
Mar 30, 20203 then
Employees (5.A)6 as of Mar 30, 2026
Mar 30, 20203 then
Private funds: no history
RAUM +18% over the last fiscal year+14% a year over threeIARs 7 to 6
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $61.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 72derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.1MderivedHNW RAUM over HNW clients
- Average account
- $209,672derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 97%derivedof RAUM
- Institutional
- 3.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 6.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +18%derivedbetween the last two annual amendments
- Advisor growth, one year
- -14%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +3.1%derived
- Compensation
- percentage of assets, hourly, fixed fees, subscription, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, educational seminarsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$208M56%
- Individuals$149M40%
- Pension and profit-sharing plans$12.3M3.3%
- Corporations and businesses$1.8M0.5%
- Individual clients
- 333reported
- HNW clients
- 100reported
- Pension plan clients
- 8reported
- Charitable clients
- n/areported
- Accounts
- 1,767reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.96 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| William Phillip Ratcliff | Groveport, Oh | Aug 27, 2013 | 22 y | 2 |
| Anthony Rainer Jones | Groveport, Oh | Oct 30, 2015 | 21 y | 6 |
| Barry Kenneth JamiesonCertified Financial Planner | Groveport, Oh | Mar 11, 2022 | 12 y | 1 |
| Christina Maria PovenmireCertified Financial Planner | Groveport, Oh | Mar 28, 2022 | 24 y | 3 |
| Case Richard Belger | Groveport, Oh | Jun 20, 2024 | 12 y | 0 |
| Franco Iozzo | Groveport, Oh | Aug 16, 2024 | 16 y | 0 |
Advisor movement
2 left, 0 joined in 12 months
net -2 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 33% of current headcount2 left over 36 months
Left, latest
- Jonathan Philip Bailey to The Joseph Group Capital ManagementNov 7, 2025 · RIA to RIA
- Russell Drake Thamm to Teamwork Financial Advisors, LLCNov 3, 2025 · RIA to RIA
- Acie Clayborne to Values Added FinancialJun 26, 2023 · RIA to RIA
Joined, latest
- Christina Maria Povenmire from Cmp Financial PlanningMar 28, 2022 · Other
- Barry Kenneth Jamieson from Cmp Financial PlanningMar 11, 2022 · Other
- Anthony Rainer Jones from Pnc Wealth ManagementOct 30, 2015 · Other
- William Phillip Ratcliff from Equitable Advisors, LLCAug 27, 2013 · Affiliated broker-dealer or bank to independent RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Cmp Financial PlanningDec 31, 2023 · Columbus, Oh
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Phillip William Ratcliff · Managing Member, President, Ccocontrolsince 09/2013 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Groveport, Oh · principal | 6 | 0 | 2 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,677 to 1,767Mar 31, 2025 to Mar 30, 2026
- Advisory employees · 7 to 6Mar 31, 2025 to Mar 30, 2026
- Individual clients · 320 to 333Mar 31, 2025 to Mar 30, 2026
- Pension plan clients · 7 to 8Mar 31, 2025 to Mar 30, 2026
- Employees · 7 to 6Mar 31, 2025 to Mar 30, 2026
- State-registered IARs · 7 to 6Mar 31, 2025 to Mar 30, 2026
- Discretionary RAUM · $304M to $358MMar 31, 2025 to Mar 30, 2026
- HNW RAUM · $175M to $208MMar 31, 2025 to Mar 30, 2026
- Individual RAUM · $128M to $149MMar 31, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $10.0M to $12.3MMar 31, 2025 to Mar 30, 2026
- Pension RAUM · $10.0M to $12.3MMar 31, 2025 to Mar 30, 2026
- RAUM · $314M to $370MMar 31, 2025 to Mar 30, 2026
- Accounts · 1,660 to 1,677Mar 26, 2024 to Mar 31, 2025
- Advisory employees · 5 to 7Mar 26, 2024 to Mar 31, 2025
- Corporate clients · 9 to 2Mar 26, 2024 to Mar 31, 2025
- HNW clients · 102 to 100Mar 26, 2024 to Mar 31, 2025
- Individual clients · 351 to 320Mar 26, 2024 to Mar 31, 2025
- Pension plan clients · unset to 7.0Mar 26, 2024 to Mar 31, 2025
- Employees · 5 to 7Mar 26, 2024 to Mar 31, 2025
- Financial planning clients · 101-250 to 101-250Mar 26, 2024 to Mar 31, 2025
- State-registered IARs · 5 to 7Mar 26, 2024 to Mar 31, 2025
- Discretionary RAUM · $274M to $304MMar 26, 2024 to Mar 31, 2025
- HNW RAUM · $152M to $175MMar 26, 2024 to Mar 31, 2025
- Individual RAUM · $119M to $128MMar 26, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $7.6M to $10.0MMar 26, 2024 to Mar 31, 2025
- Pension RAUM · unset to 9983799.0Mar 26, 2024 to Mar 31, 2025
- RAUM · $281M to $314MMar 26, 2024 to Mar 31, 2025
- Accounts · 483 to 1,660Oct 23, 2023 to Mar 26, 2024
- Corporate clients · 2 to 9Oct 23, 2023 to Mar 26, 2024
- HNW clients · 104 to 102Oct 23, 2023 to Mar 26, 2024
- Individual clients · 369 to 351Oct 23, 2023 to Mar 26, 2024
- Pension plan clients · 8.0 to unsetOct 23, 2023 to Mar 26, 2024
- Discretionary RAUM · $242M to $274MOct 23, 2023 to Mar 26, 2024
- HNW RAUM · $131M to $152MOct 23, 2023 to Mar 26, 2024
- Individual RAUM · $109M to $119MOct 23, 2023 to Mar 26, 2024
- Non-discretionary RAUM · $6.2M to $7.6MOct 23, 2023 to Mar 26, 2024
- Pension RAUM · 6201504.0 to unsetOct 23, 2023 to Mar 26, 2024
- RAUM · $249M to $281MOct 23, 2023 to Mar 26, 2024
- Advisory employees · 6 to 5Mar 1, 2023 to Jun 26, 2023
- Employees · 6 to 5Mar 1, 2023 to Jun 26, 2023
Signals
5 dated events
- Jonathan Philip Bailey left Rebel Financial, Llc for The Joseph Group Capital Management (registered 2025-11-25)Nov 7, 2025 · Advisor changed firm · fact
- Russell Drake Thamm left Rebel Financial, Llc for Teamwork Financial Advisors, Llc (registered 2025-11-26)Nov 3, 2025 · Advisor changed firm · fact
- 2 advisors left Cmp Financial Planning (Columbus, OH) for Rebel Financial, LLC on the same dayDec 31, 2023 · Team lift-out · derived
- Acie Clayborne left Rebel Financial, Llc for Values Added Financial (registered 2025-12-04)Jun 26, 2023 · Advisor changed firm · fact
- Rebel Financial, Llc filed its initial SEC registration (Form ADV)Dec 26, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 614-441-4150reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 614-441-9605reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/REBEL-FINANCIAL-LLCreportedpublic record, Form ADV, Sep 17, 2026
- Website
- hff.rf401k.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 614-441-9605reportedpublic record, Form ADV, Mar 30, 2026
- Contact form
- hff.rf401k.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $61.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026