Overview
Assets Under Management: $4.3 billion
Headquarters: LANSING, MI
High-Net-Worth Clients: 752
Average Client Assets: $3 million
Frequently Asked Questions
REHMANN CAPITAL ADVISORY GROUP, 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 #123047), REHMANN CAPITAL ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
REHMANN CAPITAL ADVISORY GROUP, LLC is headquartered in LANSING, MI.
REHMANN CAPITAL ADVISORY GROUP, LLC serves 752 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, REHMANN CAPITAL ADVISORY GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
REHMANN CAPITAL ADVISORY GROUP, LLC manages $4.3 billion in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, REHMANN CAPITAL ADVISORY GROUP, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 752
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.74
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 5,238
Discretionary Accounts: 4,929
Non-Discretionary Accounts: 309
Regulatory Filings
CRD Number: 123047
Filing ID: 1974131
Last Filing Date: 2025-03-31 15:38:00
Website: https://rehmann.com