RARE WOLF Capital LLC
SEC RegisteredRare Insight, Exceptional Outcomes
About the firm
Rare Wolf delivers high-touch, personalized financial service tailored to each client's unique financial journey. The firm partners with Charles Schwab Institutional Services as custodian to safeguard client assets.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Tailored financial solutions, including personalized strategy development that evolves with client needs, with assets held through Charles Schwab Institutional Services.
Who they serve
Discerning clients
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 33 | $180M |
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $3,000,000 | 1.00% |
| Next $2,000,000 | 0.80% |
| Next $5,000,000 | 0.60% |
| Over $10,000,000 | 0.50% |
| Over $100,000,000 | 0.00% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RARE WOLF Capital LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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