Deseranno provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 51–100 clients last fiscal year.
Deseranno reports 136 clients. They include 107 individual clients, 27 high-net-worth individuals and 1 charitable organization. Of its assets, 100.0% ($208M across 333 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 79% | 15% |
| High-net-worth individuals | 20% | 58% |
| Charitable organizations | <1% | <1% |
| Insurance companies | <1% | 27% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 107 | $30.2M | 14.5% | $282K |
| High-net-worth individuals | 27 | $121M | 58.1% | $4.48M |
| Charitable organizations | Fewer than 5 | $1.37M | 0.7% | $1.37M |
| Insurance companies | Fewer than 5 | $55.5M | 26.7% | $55.5M |
| Total | 136 | $208M | 100% | — |
- Clients
- 107
- Regulatory AUM
- $30.2M
- AUM share
- 14.5%
- Avg. per client
- $282K
- Clients
- 27
- Regulatory AUM
- $121M
- AUM share
- 58.1%
- Avg. per client
- $4.48M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.37M
- AUM share
- 0.7%
- Avg. per client
- $1.37M
- Clients
- Fewer than 5
- Regulatory AUM
- $55.5M
- AUM share
- 26.7%
- Avg. per client
- $55.5M
Total
- Clients
- 136
- Regulatory AUM
- $208M
- AUM share
- 100%
- Avg. per client
- —
- 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
- 51–100
Deseranno charges 1.00% a year for its Portfolio management services. The fee is billed in advance, is negotiable and requires an account of at least $100,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial advisory service
- The financial advisory service has a minimum annual retainer of $3,000, paid quarterly in advance at $750 a quarter.
Robert Rahaim owns 75% or more of Deseranno. The leadership team of Deseranno includes Chief Compliance Officer Elena Graves. It has 6 employees, 4 of them in advisory roles.
Leadership
- Elena GravesChief Compliance Officer
Robert RahaimOwner
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 4 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Deseranno Corporation
Robert Rahaim
Control person · since November 2002
Deseranno’s regulatory assets grew from $175M (March 2021) to $208M (February 2026); clients fell from 145 to 136 and employees from 7 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $208M | 136 | 6 | 1 |
| May 2025 | $195M | 141 | 7 | 1 |
| February 2024 | $169M | 141 | 7 | 1 |
| February 2023 | $160M | 149 | 7 | 1 |
| May 2022 | $172M | 140 | 7 | 1 |
| March 2021 | $175M | 145 | 7 | 1 |
Besides its headquarters, Deseranno has 0 offices, with 1 listed address in Michigan.
Michigan · 1 listed address
- 90 Kercheval Avenue, Grosse Pointe FarmsHQ
Contact and registration details
- Legal name
- Deseranno Corporation
- Headquarters
- 90 Kercheval Avenue, Grosse Pointe Farms, MI 48236
- Website
- deseranno.com
- Phone
- 313-885-0114
- SEC file
- 801-63581
- Structure
- Michigan corporation
- Fiscal year end
- December
Deseranno uses Charles Schwab ($153M, 73%) and Comerica ($55.5M, 27%) as custodians for its separately managed accounts. Deseranno does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $153M73%
- ComericaComerica Inc. · Detroit, MI · $55.5M27%
At year end, Deseranno’s separately managed accounts were largely in funds (45%) and bonds (45%).
What the accounts hold
- Stocks5%
- Funds45%
- Bonds45%
- U.S. government and agency bonds35%
- State and local bonds5%
- Investment grade corporate bonds5%
- Cash5%
How many clients does Deseranno have?
Deseranno has 136 clients and manages $208 million for them, as of February 2026. They include 107 individual clients, 27 high-net-worth individuals and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 February 2026
What services does Deseranno offer?
Deseranno provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Deseranno charge?
Deseranno charges 1.00% a year for its Portfolio management services. The fee is billed in advance, is negotiable and requires an account of at least $100,000.
Source: DESERANNO WEALTH PLANNING DISCLOSURE BROCHURE, filed 20 February 2026
Which custodians does Deseranno use?
Deseranno’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $153M and Comerica Inc. (Detroit, MI), with $55.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 February 2026
How many financial advisors does Deseranno have?
Deseranno has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Deseranno invest in?
At the end of its last fiscal year, Deseranno’s separately managed accounts held 45% registered funds (mutual funds, ETFs, BDCs), 35% U.S. government and agency bonds, 5% exchange-traded equities, 5% state and local bonds, 5% investment grade corporate bonds and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Deseranno have a minimum investment?
Yes, Deseranno’s minimum account size for its Portfolio management services is $100K.
Source: DESERANNO WEALTH PLANNING DISCLOSURE BROCHURE, filed 20 February 2026
Who owns Deseranno?
Deseranno’s direct owner is Robert Rahaim (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 February 2026
How does Deseranno get paid?
Deseranno is paid through a percentage of assets under management and fixed fees. 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 Deseranno?
Deseranno’s main office is at 90 Kercheval Avenue, Grosse Pointe Farms, MI 48236. Its phone number is 313-885-0114. Its website is deseranno.com.