REBEL FINANCIAL, LLC

REBEL FINANCIAL, LLC. Legal Name

Adviser information for REBEL FINANCIAL, LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Ohio, United States

Employees

Total Number of Employees	5
Investment Advisory/Research	5
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	5
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	2

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,648	$273.6M
Non-Discretionary	12	$7.6M
Total	1,660	$281.1M

Clients

Type	Number	RAUM
Individuals	351	$119.2M
HNW Individuals	102	$151.5M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	9	$10.4M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesEducational seminars/workshops
Compensation	% of AUMHourly chargesSubscription feesFixed feesA PERCENTAGE OF NET WORTH UNDER MANAGEMENT
Other Business Activities	Accountant or accounting firm

Identifiers

SEC RIA File Number	801-118009
SEC ERA File Number	801-118009
SEC CIK Numbers	None
SEC CRD Numbers	168263
Legal Entity Identifier	None

Principal Office

5940 CLYDE MOORE DR, SUITE C
GROVEPORT
OH
United States

Monday - Friday, 9:00 - 5:00

Tel: 614-441-9605, Fax: 614-441-4150

Websites

auditmy401k.com ouretirement.com/ osuretirement.com ahealthyplan.com careers.rebelfinancial.com columbus401k.com columbusfinancialadvisor.com columbusfinancialplan.com gold.rebelfinancial.com mbas.rf401k.com medquest.rf401k.com rf457b.com rftax.com shoot.rebelfinancial.com slaterun.rf401k.com team.rebelfinancial.com gallery.rebelfinancial.com goodpensions.com client.rebelfinancial.com tsecc.rf401k.com press.rebelfinancial.com rf401k.com good401k.com k12fiduciaries.com ohiostateretirement.com osu403b.com advisors.rebelfinancial.com rf403b.com www.instagram.com/rebelfinancial columbuspension.com erebeladvisor.com www.youtube.com/channel/ucpvfzzkvjyuyi7yyshacwqw vimeo.com/rebelfinancial ohio401k.com plus.google.com/u/1/+rebelfinancialllc rebelfinancial.com/ 401kfiduciaries.com/ 403bfiduciaries.com 457fiduciaries.com client.rebelfinancial.com dotx.rf401k.com esolarconnection.com/ events.rebelfinancial.com golf.rebelfinancial.com hff.rf401k.com kellerman.rf401k.com silver.rebelfinancial.com rebel.financial simplerebel.com ucretirement.com universityfiduciaries.com www.facebook.com/rebel.financial twitter.com/rebelfinancial www.linkedin.com/company/rebel-financial-llc osuarp.com 4publicemployees.com

Chief Compliance Officer

WILLIAM P. RATCLIFF

PRESIDENT

5940 CLYDE MOORE DR, SUITE C

GROVEPORT

United States

Tel: 614-441-9605

Fax: 614-441-4150

P***@*****************M

(Full email address available in API data)

Regulatory Contact

DAVID KUHR

CONSULTANT

4544 MEMPHIS VILLAS SOUTH

CLEVELAND

United States

Tel: 2164095496

G*****************@********M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners