Rachael Mcclain Levine
Investment adviser representative at Peltoma Capital Partners
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$211.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Peltoma Capital PartnersNov 2023 to now
- Self-employedMay 2022 to now
- Dimensional Fund AdvisorsJan 2020 to May 2022
- Dimensional Fund AdvisorsJan 2018 to Dec 2019
- Dimensional Fund AdvisorsAug 2015 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Peltoma Capital Partners
Legal name: Peltoma Capital Partners, LLC
$211.2MAssets managed
79Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6201628
- Firm CRD
- 325138