Rabkin Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,007,509
Clients
13
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
LowAverage account size
$539,039
About
Rabkin Advisors LLC provides discretionary portfolio management primarily to individual investors, including IRAs and self-directed 401(k)s, and also accepts trusts, estates and small-business pension clients. The firm operates as a single-advisor practice managing about $7.0 million across a small roster of clients, which supports individualized investment plans and client-imposed restrictions.
The firm’s investment approach emphasizes selecting well-established companies that pay and regularly increase cash dividends, with attention to dividend-growth potential and regular share repurchases, and it seeks diversification across equity and fixed income holdings. Portfolios are monitored continuously and managed to grow income over time, with recommendations tailored to each client’s stated objectives and risk profile.
Distinctive features include the combination of a very small client base with a specialized dividend- and buyback-oriented strategy and a willingness to provide 401(k) fund selection and employee education to small employers without a minimum plan size. The firm maintains a written Code of Ethics despite not being required to, engages in block trading when appropriate with cost savings passed pro rata, and generally leaves proxy voting authority with clients while complying with applicable state custody rules.
Client services
Portfolio management
Expertise
Active portfolio management
Income planning
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Self-Employed
Fee options
1.6% per annum of total assets under management, billed quarterly in arrears
Account minimum: $50,000 (except for starting IRA accounts where contributions are limited by law and the minimum may be waived)
Main office location
Rabkin Advisors LLC
Richardson TX, United States
Number of offices
1
Most active in
Rabkin Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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