Rebel Financial, Llc.
- Regulatory AUM
- $370M
- Discretionary
- $358M
- Clients
- 443
- Avg AUM / client
- $836K
- Accounts
- 1,767
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 333 | $149M | 40.1% |
| High net worth individuals | 100 | $208M | 56.1% |
| Pension and profit sharing plans | 8 | $12.3M | 3.33% |
| Corporations and other businesses | 2 | $1.8M | 0.5% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Phillip Ratcliff | Managing Member, President, Cco | Aug 2013 (13y) | 75% or more | |
| Anthony Rainer Jones | Registered representative | Oct 2015 (11y) | ||
| Barry Kenneth Jamieson | Registered representative | CFP | Mar 2022 (4y) | |
| Christina Maria Povenmire | Registered representative | CFP | Mar 2022 (4y) | |
| Case Richard Belger | Registered representative | Jun 2024 (2y) | ||
| Franco Iozzo | Registered representative | Aug 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 966 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Subscription fees
- • Fixed fees
- • Other fees
- • A PERCENTAGE OF NET WORTH UNDER MANAGEMENT
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $208M (56% of AUM) Mar 2026
- Tiaa Cref Individual & Institutional Services, Llc $38.4M (10% of AUM) Mar 2026
- Axos Clearing $31.9M (9% of AUM) Mar 2026
- Fidelity Brokerage Services $14.0M (8% of AUM) Jun 2021
- National Financial Services (Fidelity) $10.3M (8% of AUM) Dec 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗