Dakota
Dakota
Book a Demo
Talk to an Expert

Rareview Capital LLC

EST. AUM
$537,519,047

CONTACTS
3

CLIENT ACCOUNTS
37

Firm Details

Metro area Las Vegas
CRD Number 284474
Website rareviewcapital.com
Client types

Overview

Rareview Capital LLC is an SEC-registered investment adviser and ETF sponsor delivering goals-based investment management. The firm offers discretionary investment advisory services through separately managed accounts (SMAs) and provides portfolio monitoring, asset allocation, income solutions, and risk management aligned to client guidelines. Rareview also operates as a TAMP strategist with professionally constructed and managed model portfolios, and it provides sub-advisory services to third-party RIAs, financial planning firms, broker-dealers, and other financial institutions. The platform includes research and consulting services designed to support outcome-oriented portfolio implementation.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy