RAV FINANCIAL SERVICES, LLC
Legal name: RAV FINANCIAL
CRD #106632 SEC #801-17712 BEACHWOOD, OH 216.831.4900
SEC Registered
Total AUM
$300.8M
Discretionary
$300.2M
Employees
14
Clients
251
Accounts
1,300
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wyoming
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 29, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOEHNLEIN, CHRISTINE, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOEHNLEIN, CHRISTINE, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOEHNLEIN, CHRISTINE, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOEHNLEIN, CHRISTINE, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FISCHER, TERRY, A. | I | CHIEF OPERATIONS OFFICER | NA | Control |
| GRAHAM, JEAN, GILLIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRAHAM, JEAN, GILLIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRAHAM, JEAN, GILLIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRAHAM, JEAN, GILLIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRAHAM, JEAN, GILLIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRAHAM, JEAN, GILLIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRAHAM, JEAN, GILLIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRAHAM, JEAN, GILLIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRAHAM, JEAN, GILLIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRAHAM, JEAN, GILLIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAULL, KENNETH, JOSEPH | I | ASSISTANT VICE PRESIDENT | NA | |
| PAULL, KENNETH, JOSEPH | I | ASSISTANT VICE PRESIDENT | NA | |
| PAULL, KENNETH, JOSEPH | I | ASSISTANT VICE PRESIDENT | NA | |
| PAULL, KENNETH, JOSEPH | I | ASSISTANT VICE PRESIDENT | NA | |
| PAULL, KENNETH, JOSEPH | I | MEMBER | NA | |
| PAULL, KENNETH, JOSEPH | I | FINANCIAL PLANNER | NA | |
| PAULL, KENNETH, JOSEPH | I | FINANCIAL PLANNER | NA | |
| PAULL, KENNETH, JOSEPH | I | FINANCIAL PLANNER | NA | |
| PAULL, KENNETH, JOSEPH | I | FINANCIAL PLANNER | NA | |
| PAULL, KENNETH, JOSEPH | I | FINANCIAL PLANNER | NA | |
| PAULL, KENNETH, JOSEPH | I | FINANCIAL PLANNER | NA | |
| PAULL, KENNETH, JOSEPH | I | MEMBER | NA | |
| RAV HOLDINGS, LLC | DE | OWNER | E | Control |
| RAV HOLDINGS, LLC | DE | OWNER | E | Control |
| RAV HOLDINGS, LLC | DE | OWNER | E | Control |
| RAV HOLDINGS, LLC | DE | OWNER | E | Control |
| RAV HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| RAV HOLDINGS, LLC | DE | OWNER | E | Control |
| RAV HOLDINGS, LLC | DE | OWNER | E | Control |
| RAV HOLDINGS, LLC | DE | OWNER | E | Control |
| RAV HOLDINGS, LLC | DE | OWNER | E | Control |
| RAV HOLDINGS, LLC | DE | OWNER | E | Control |
| RAV HOLDINGS, LLC | DE | OWNER | E | Control |
| RAV HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| VALENTE, ROBERT, A | I | PRESIDENT | E | Control |
| VALENTE, ROBERT, A | I | PRESIDENT | E | Control |
| VALENTE, ROBERT, A | I | PRESIDENT | E | Control |
| VALENTE, ROBERT, A | I | PRESIDENT | E | Control |
| TAUCHER, DAVID, MICHAEL | I | INVESTMENT MANAGER | B | Control |
| TAUCHER, DAVID, MICHAEL | I | INVESTMENT MANAGER | B | Control |
| TAUCHER, DAVID, MICHAEL | I | INVESTMENT MANAGER | B | Control |
| TAUCHER, DAVID, MICHAEL | I | INVESTMENT MANAGER | B | Control |
| MCCANDLESS, MARK, JOSEPH | I | VICE PRESIDENT | A | |
| MCCANDLESS, MARK, JOSEPH | I | VICE PRESIDENT | A | |
| MCCANDLESS, MARK, JOSEPH | I | VICE PRESIDENT | A | |
| MCCANDLESS, MARK, JOSEPH | I | VICE PRESIDENT | A | |
| MCCANDLESS, MARK, JOSEPH | I | MEMBER | A | |
| MCCANDLESS, MARK, JOSEPH | I | DIRECTOR OF FINANCIAL PLANNING | A | |
| MCCANDLESS, MARK, JOSEPH | I | DIRECTOR OF FINANCIAL PLANNING | A | |
| MCCANDLESS, MARK, JOSEPH | I | DIRECTOR OF FINANCIAL PLANNING | A | |
| MCCANDLESS, MARK, JOSEPH | I | DIRECTOR OF FINANCIAL PLANNING | A | |
| MCCANDLESS, MARK, JOSEPH | I | OWNER | A | |
| MCCANDLESS, MARK, JOSEPH | I | OWNER | A | |
| MCCANDLESS, MARK, JOSEPH | I | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| VALENTE, ROBERT, A | I | RAV HOLDINGS LLC | D | Control |
| VALENTE, ROBERT, A | I | RAV HOLDINGS LLC | D | Control |
| VALENTE, ROBERT, A | I | RAV HOLDINGS LLC | D | Control |
| VALENTE, ROBERT, A | I | RAV HOLDINGS LLC | D | Control |
| VALENTE, ROBERT, A | I | RAV HOLDINGS LLC | D | Control |
| VALENTE, ROBERT, A | I | RAV HOLDINGS LLC | D | Control |
| VALENTE, ROBERT, A | I | RAV HOLDINGS LLC | D | Control |
| VALENTE, ROBERT, A | I | RAV HOLDINGS LLC | D | Control |
| VALENTE, ROBERT, A | I | RAV HOLDINGS LLC | D | Control |
| VALENTE, ROBERT, A | I | RAV HOLDINGS LLC | D | Control |
| VALENTE, ROBERT, A | I | RAV HOLDINGS LLC | D | Control |
| VALENTE, ROBERT, A | I | RAV HOLDINGS LLC | D | Control |
| TAUCHER, DAVID, MICHAEL | I | RAV HOLDINGS, LLC | C | Control |
| TAUCHER, DAVID, MICHAEL | I | RAV HOLDINGS, LLC | C | Control |
| TAUCHER, DAVID, MICHAEL | I | RAV HOLDINGS, LLC | C | Control |
| TAUCHER, DAVID, MICHAEL | I | RAV HOLDINGS, LLC | C | Control |
| TAUCHER, DAVID, MICHAEL | I | RAV HOLDINGS, LLC | C | Control |
| TAUCHER, DAVID, MICHAEL | I | RAV HOLDINGS, LLC | C | Control |
| TAUCHER, DAVID, MICHAEL | I | RAV HOLDINGS, LLC | C | Control |
| TAUCHER, DAVID, MICHAEL | I | RAV HOLDINGS, LLC | C | Control |
| TAUCHER, DAVID, MICHAEL | I | RAV HOLDINGS, LLC | C | Control |
| TAUCHER, DAVID, MICHAEL | I | RAV HOLDINGS, LLC | C | Control |
| TAUCHER, DAVID, MICHAEL | I | RAV HOLDINGS, LLC | C | Control |
| TAUCHER, DAVID, MICHAEL | I | RAV HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Feb 29, 2016 REGISTERED
Notice Filings (6)
CA FL MI NH OH TX
Address
ONE CHAGRIN HIGHLANDS2000 AUBURN DRIVE, SUITE 400
BEACHWOOD, OH 44122
United States
Phone: 216.831.4900