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Rafalko Investment Advisory, LLC (Glen Allen)


Rafalko Investment Advisory, LLC is a related adviser based in Glen Allen. It manages $21.2 million of regulatory assets for 107 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Texas and Virginia.

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Rafalko Investment Advisory provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and trustee services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rafalko Investment Advisory: assets under management

The assets under management (AUM) of Rafalko Investment Advisory, LLC is $21.2 million. The firm's AUM has grown by 54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $17.7 million in discretionary accounts and $3.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $505.71 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $48.61 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rafalko Investment Advisory, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Glen Allen

The principal office where Rafalko Investment Advisory, LLC performs its advisory services is located at 4860 Cox Rd.,, Glen Allen, VA 23060, which is also the mailing address of the firm. An additional office of the firm is in Leesburg, VA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 804-888-7765 or by fax 888-675-0586. The normal business hours are 9:00 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at rafalkoinvest.com.


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