Botamer Financial

Overview

Botamer Financial is a small, independent registered investment adviser serving individual and family clients with a mix of financial planning and portfolio management for individuals and small businesses. The firm operates under an individual ownership structure and offers fee arrangements that include a percentage of assets under management, hourly charges and fixed fees. Investment activity is focused on pooled public funds and mutual funds as the primary vehicle for client portfolios, with selective use of third‑party real estate investments as an alternative allocation. Client relationships appear to be predominantly non‑discretionary, which means Botamer Financial typically provides advice and implements strategies with client approval rather than exercising ongoing trading authority. The firm does not present itself as an active ESG investor, and it is not structured as a multi‑state adviser or a capital allocator running proprietary funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices