RIA Intel›Advisers›California›RAPPORT FINANCIAL, LLC

RAPPORT FINANCIAL, LLC

Advisory

SAN FRANCISCO, CA

Data as of Mar 12, 2026 · Source: SEC Form ADV

Rank in CA

#3,435

of 5,480 advisers by AUM

Average account

$277K

across 185 accounts

AUM per adviser

$51M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM

$51M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$51M

Discretionary AUM$45M

Non-Discretionary AUM$6M

Discretionary %88.7%

Total Clients30

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

30 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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