Form ADV Part 2A, Firm Brochure
Comprehensive description of advisory services, fee schedule, conflicts of interest, and disciplinary history. Filed annually with the SEC and state regulators.
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Disclosures
The filings. The standard. The plain-English version of both.
Every document referenced below is current, on file, and provided on request, typically the same business day. We will never ask a prospect to sign before they have read what the firm files.
Form ADV Part 2B, Brochure Supplement
Background, credentials, and disciplinary information for each individual providing advisory services to clients.
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Our registration and complete public filings are searchable on the SEC's Investment Adviser Public Disclosure (IAPD) website. We encourage every prospect to verify our record independently before engaging.
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Questions, requests for additional filings, or notice of any concern may be directed to the firm's Chief Compliance Officer at any time.
compliance@rebellionasset.comImportant. Rebellion Asset Management, LLC is an Illinois State Registered Investment Adviser. Registration does not imply any particular level of skill or training. Information on this website is for general educational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security or strategy. Past performance is not indicative of future results. Investing involves risk, including possible loss of principal. Client assets are held by independent qualified custodians; the firm does not take custody of client cash or securities except in limited circumstances disclosed in Form ADV.