Provided by Convergence Inc.
Institutional intelligence for the asset management industry

REHMANN CAPITAL ADVISORY GROUP, LLC

Business and Investment Profile

The REHMANN CAPITAL ADVISORY GROUP, LLC is a privately held investment adviser that advises $5.27Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. REHMANN CAPITAL ADVISORY GROUP, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 104.02% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 20.97 years and is comprised of 1 filing and 0 relying advisers. They operate out of 12 office locations with their Headquarters at 4086 LEGACY PARKWAY, LANSING, MICHIGAN. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 39 employees comprised of 39 investment and 0 non-investment staff. The total number of Employees increased by 5.41% over the last 5-years.

Asset Profile

Their $5.27Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 363 other accounts. Assets of High Net Worth Individuals clients own $3.16Bn or 59.98% of Total Assets and Pension and Profit Sharing Plans-Private own $1.45Bn or 27.54% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 5 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

REHMANN CAPITAL ADVISORY GROUP, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: REHMANN CAPITAL ADVISORY GROUP, LLC

View the complete Convergence profile with structured details, filings context, and derived signals.

View full profile
Keywords: Rehmann Capital Advisory Group, Rehmann
Generated 2026-09-12T06:48:19.5248258.  © 2026 Convergence.