9AT: REBEL FINANCIAL, LLC

Adviser Profile

As of Date	03/30/2026
Registration	SEC, Approved, 01/27/2020
Other registrations (2)	Ohio, Terminated, 03/25/2022 West Virginia, Terminated, 03/25/2022
ADV Location	GROVEPORT, OH, United States
Contact Info	614 xxxxxxx
Websites

AUM^*	370,490,808 32%
of that, discretionary	358,157,367 31%
Number of Employees	6 20%
of those in investment advisory functions	6 20%
Private Fund GAV^*	0
Avg Account Size	209,672 24%
% High Net Worth	22.57% 2%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser WEALTHTRAK ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM214.3m	#Funds-
Adviser JOSEPH JOHN HASSON JR	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM86.8m	#Funds-
Adviser CONTINUUM WEALTH ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM345.6m	#Funds-
Adviser HIGGINS & SCHMIDT WEALTH STRATEGIES LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM279.5m	#Funds-
Adviser FINANCIAL PLANS & STRATEGIES, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM610.6m	#Funds-
Adviser GEARHART & ASSOCIATES	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM872.6m	#Funds-
Adviser SIERRA INVESTMENT MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM360.9m	#Funds-
Adviser ATLAS WEALTH PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM233.8m	#Funds-
Adviser KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM813.4m	#Funds-
Adviser OREGON PACIFIC WEALTH MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM156.3m	#Funds-

Brochure Summary

Overview

Firm Description rebel Financial LLC is an investment advisor registered with the State of Ohio. We specialize in customized portfolio management for individual investors, high net worth investors, pension/profit sharing plans and corporations. rebel Financial LLC is a full service financial advisory firm. We offer fee-based advice, investment management, and insurance solutions through a comprehensive financial planning process. Principal Owners William “Phil” Ratcliff founded rebel Financial on May 31, 2013 and is the sole owner. Types of Advisory Services The primary service offered by rebel Financial LLC is Investment Advice. We provide Comprehensive Financial Planning (Fee for planning), Investment Management, Retirement Planning, Business Planning, Estate Planning, Goal-Based Planning, and miscellaneous fee based Financial Consulting Services. We offer investment management services at various levels. a) On-going advice: i) Simple rebel - http://simplerebel.com/ ii) erebel - http://erebeladvisor.com/ iii) Silver rebel - http://silver.rebelfinancial.com/ iv) Gold rebel

- http://gold.rebelfinancial.com/ b) Financial tools without in person advice: rFremium and rFeemium+ - https://rebelfinancial.com/freemium-rebel-financial/ c) 401k/Pension/NQ Employer Sponsored Plans d) Tax Preparation
• rebel Financial offers tax preparation services through in house staff and third party Certified Public Accountants on a referral basis. e) Bookkeeping Services
• rebel Financial offers bookkeeping services for it's business clients, for an additional fee, using Quickbooks Online. f) Payroll Services
• rebel Financial offers three levels of payroll services (Lite, Full-Service, & HR Suite) for it's business clients, for an additional fee, using Gusto and BambooHR. Tailored Relationships rebel Financial LLC will work with clients to make customized portfolios and provide advice for special situations and needs. Wrap Fee Programs rebel Financial LLC does not offer wrap fee programs. Client Assets As of December 31, 2023, rebel Financial LLC had $ 273,554,738 of assets under management that are managed on a discretionary basis and had $ 7,552,492 of assets under management that are managed on a non-discretionary basis.

REBEL FINANCIAL, LLC

REBEL FINANCIAL, LLC

REBEL FINANCIAL, LLC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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REBEL FINANCIAL, LLC REBEL FINANCIAL, LLC REBEL FINANCIAL, LLC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

REBEL FINANCIAL, LLC

REBEL FINANCIAL, LLC

REBEL FINANCIAL, LLC.