Cramer & Rauchegger, Inc.

RIASEC RegisteredEst. 2023

Total AUM

$151M

Discretionary

$151M

100% of AUM

Avg account

$89.1K

Accounts

1,700

Employees

Advisory reps

Firm details

Headquarters: Maitland, Florida
CRD number: 164784
Registered since: May 17, 2023
Website: cramerandrauchegger.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, ETC BROKERAGE SERVICES, LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Individuals79.79%
HNWI20.21%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Cramer & Rauchegger, Inc. is an independent, individually owned registered investment adviser that also operates as an insurance broker. The firm is SEC-registered (since 2023) and describes itself as a capital allocator serving individual and family clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside managers. Fee arrangements include asset-based fees, fixed fees, and other fee structures. The firm does not identify itself as an active ESG investor and is not registered as a multi-state adviser.