Cramer & Rauchegger provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Cramer & Rauchegger reports 850 clients. They include 755 individual clients and 95 high-net-worth individuals. Of its assets, 100.0% ($151M across 1,700 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 89% | 80% |
| High-net-worth individuals | 11% | 20% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 755 | $121M | 79.8% | $160K |
| High-net-worth individuals | 95 | $30.6M | 20.2% | $322K |
| Total | 850 | $151M | 100% | $178K |
- Clients
- 755
- Regulatory AUM
- $121M
- AUM share
- 79.8%
- Avg. per client
- $160K
- Clients
- 95
- Regulatory AUM
- $30.6M
- AUM share
- 20.2%
- Avg. per client
- $322K
Total
- Clients
- 850
- Regulatory AUM
- $151M
- AUM share
- 100%
- Avg. per client
- $178K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Cramer & Rauchegger is paid through a percentage of assets under management, fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- The cost of a written financial plan is a fixed $2,000 per plan.
Russell Cramer owns 75% or more of Cramer & Rauchegger. The leadership team of Cramer & Rauchegger includes Chief Compliance Officer Russell Cramer. It has 4 employees, 2 of them in advisory roles.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- 3 insurance agents
- Owns 75% or more of Cramer & Rauchegger, Inc.
Russell Cramer
Control person · since April 1999
- Owns 10% to 25% of Cramer & Rauchegger, Inc.
Thomas Rauchegger
Control person · since May 2006
Cramer & Rauchegger’s regulatory assets grew from $138M (April 2023) to $151M (August 2026); clients rose from 469 to 850 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $151M | 850 | 4 | 1 |
| Jan 2025January 2025 | $164M | 1,044 | 4 | 1 |
| May 2024May 2024 | $152M | 469 | 4 | 1 |
| Apr 2023April 2023 | $138M | 469 | 4 | 1 |
Besides its headquarters, Cramer & Rauchegger has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 800 N. Maitland Avenue, Ste. 204, MaitlandHQ
Contact and registration details
- Legal name
- Cramer & Rauchegger, Inc.
- Headquarters
- 800 N. Maitland Avenue, Ste. 204, Maitland, FL 32751
- Website
- cramerandrauchegger.com
- Phone
- 407-645-4433
- View profile
- SEC file
- 801-127981
- Structure
- Florida corporation
- Fiscal year end
- October
Cramer & Rauchegger’s named custodians for separately managed accounts are Fidelity ($90.7M, 60%), Etc Brokerage Services ($33.1M, 22%) and Charles Schwab ($27.6M, 18%). Cramer & Rauchegger has custody of $324K for 7 clients.
- Etc Brokerage ServicesEtc Brokerage Services, LLC · Westlake, OH · $33.1M22%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $27.6M18%
- FidelityFidelity Brokerage Services LLC · Boston, MA · $90.7M60%
At year end, Cramer & Rauchegger’s separately managed accounts were mostly in funds (63%) and stocks (31%).
What the accounts hold
- Stocks31%
- Exchange-traded equities25%
- Non-exchange-traded equities6%
- Funds63%
- Registered funds61%
- Pooled vehicles2%
- Cash6%
How many clients does Cramer & Rauchegger have?
Cramer & Rauchegger has 850 clients and manages $151 million for them, as of August 2026. They include 755 individual clients and 95 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 August 2026
What services does Cramer & Rauchegger offer?
Cramer & Rauchegger provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Cramer & Rauchegger use?
Cramer & Rauchegger’s separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $90.7M, Etc Brokerage Services, LLC (Westlake, OH), with $33.1M and Charles Schwab & Co., Inc. (Westlake, TX), with $27.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 August 2026
How many financial advisors does Cramer & Rauchegger have?
Cramer & Rauchegger has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Cramer & Rauchegger invest in?
At the end of its last fiscal year, Cramer & Rauchegger’s separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 25% exchange-traded equities, 6% non-exchange-traded equities, 6% cash and equivalents and 2% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Cramer & Rauchegger?
Cramer & Rauchegger’s direct owners are Russell Cramer (75% or more) and Thomas Rauchegger (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 August 2026
How does Cramer & Rauchegger get paid?
Cramer & Rauchegger is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Cramer & Rauchegger?
Cramer & Rauchegger’s main office is at 800 N. Maitland Avenue, Ste. 204, Maitland, FL 32751. Its phone number is 407-645-4433. Its website is cramerandrauchegger.com.
