RADEMACHER FINANCIAL, INC.

Overview

Rademacher Financial, Inc. is an independent registered investment adviser that provides financial planning and portfolio management for individuals, families and smaller institutions. The firm uses a fee mix that includes a percentage of AUM, hourly charges and fixed fees, and it operates primarily as a discretionary manager — the vast majority of client assets are managed under discretionary authority. Its advisory services emphasize comprehensive planning combined with ongoing portfolio oversight rather than a transactional brokerage model. The firm does not identify as an active ESG investor and is structured as an owner-operated corporation that began SEC registration in 2018. Investment activity centers on pooled public vehicles as core holdings, with a notable allocation to mutual funds and other public funds for broad equity and fixed-income exposure. That core is supplemented by targeted allocations to income-generating and alternative strategies when appropriate for client objectives. Custody is concentrated with Raymond James, which is consistent with a platform that supports both mutual-fund based strategies and access to third-party alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices