RIA Intel›Advisers›Michigan›REHMANN CAPITAL ADVISORY GROUP, LLC

REHMANN CAPITAL ADVISORY GROUP, LLC

Advisory

Y·LANSING, MI

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM

$5.3B

1-Year AUM Growth

+11.0%

3-Year CAGR

+14.6%

Employees

39

Assets Under Management

Total AUM$5.3B

Discretionary AUM$4.0B

Non-Discretionary AUM$1.3B

Discretionary %75.6%

Total Clients2,803

Team

Total Employees39

Investment Advisers39

Employee Growth (1Y)+9.1%

Filing History

Total Filings on Record58

First FilingAug 1, 2005

Latest FilingMar 30, 2026

🔒 Full AUM trend chart and 58 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on REHMANN CAPITAL ADVISORY GROUP, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.