RIA Intel›Advisers›Delaware›THE RAFFIN GROUP LLC

THE RAFFIN GROUP LLC

Advisory

Data as of Aug 28, 2026 · Source: SEC Form ADV

Average account

$161K

across 195 accounts

AUM per adviser

$31M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 28, 2026.

Total AUM

$31M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$31M

Discretionary AUM$30M

Non-Discretionary AUM$1M

Discretionary %95.4%

Total Clients77

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, DE, FL, NY, 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

77 clients

22 high-net-worth

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

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