Overview
Assets Under Management: $187 million
Headquarters: BELLEVUE, WA
High-Net-Worth Clients: 33
Average Client Assets: $6 million
Frequently Asked Questions
RARE WOLF CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #334465), RARE WOLF CAPITAL LLC is subject to fiduciary duty under federal law.
RARE WOLF CAPITAL LLC is headquartered in BELLEVUE, WA.
RARE WOLF CAPITAL LLC serves 33 high-net-worth clients according to their SEC filing dated November 24, 2025. View client details ↓
According to their SEC Form ADV, RARE WOLF CAPITAL LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
RARE WOLF CAPITAL LLC manages $187 million in client assets according to their SEC filing dated November 24, 2025.
According to their SEC Form ADV, RARE WOLF CAPITAL LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 68
Discretionary Accounts: 68
Regulatory Filings
CRD Number: 334465
Filing ID: 2028084
Last Filing Date: 2025-11-24 12:35:25
Website: 0