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 RIA operating as a corporation with an individual owner, focused on serving individuals and families. The firm combines financial planning, portfolio management for individuals and small businesses, and selection of third-party advisers. It also operates as an insurance broker, and its business model includes both AUM-based fees and fixed/other fee arrangements. The firm acts as a capital allocator—deploying client capital into external managers and funds rather than relying solely on in-house investment products. Cramer & Rauchegger is not an active ESG investor and does not present itself as a multi-state adviser.