# Cramer & Rauchegger, Inc.

> Cramer & Rauchegger, Inc. is an SEC-registered investment advisory firm in Maitland, FL, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 27, 2026.

- CRD: 164784
- Filed as: CRAMER & RAUCHEGGER, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Maitland, FL
- Filing period: October 2026
- Form ADV filing dated: August 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164784
- AdvisorCensus page: https://advisorcensus.com/firm/cramer-and-rauchegger-inc-maitland-fl-164784

## Quick answers

**How is Cramer & Rauchegger, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Cramer & Rauchegger, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**Where is Cramer & Rauchegger, Inc. located?**
Cramer & Rauchegger, Inc.'s principal office is in Maitland, FL, according to its Form ADV.

**Is Cramer & Rauchegger, Inc. registered with the SEC or a state?**
Cramer & Rauchegger, Inc. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 164784.

**How much does Cramer & Rauchegger, Inc. manage?**
Cramer & Rauchegger, Inc. reports $151,424,283 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (100% discretionary).

**How have Cramer & Rauchegger, Inc.'s assets and staff changed since 2023?**
In the Form ADV data for Cramer & Rauchegger, Inc.: Regulatory assets under management: $138,388,760 in the October 2023 data and $151,424,283 in the October 2026 data, up 9%. Total employees: 4 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cramer & Rauchegger, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (755); high net worth individuals (95).

**Which custodians does Cramer & Rauchegger, Inc. use?**
Cramer & Rauchegger, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., ETC Brokerage Services, LLC and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Cramer & Rauchegger, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/164784

**Does Cramer & Rauchegger, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated February 3, 2026 says: "We do not have any minimums to open or maintain accounts at Cramer & Rauchegger."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated February 3, 2026)

- Account minimum: None

> We do not have any minimums to open or maintain accounts at Cramer & Rauchegger.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- ETC Brokerage Services, LLC
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $151,424,283
- Discretionary: $151,424,283
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 755 | $120,815,223 |
| High net worth individuals | 95 | $30,609,060 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, NC, NY, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cramerandrauchegger.com
- Facebook @CramerandRauchegger
- LinkedIn @Cramerandrauchegger-inc
- X @IncCramer
- YouTube @UCkdY1fv5+WQpVfxFOpZp-gQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $138,388,760 | 4 | April 21, 2023 |
| October 2024 | $152,014,450 | 4 | May 20, 2024 |
| October 2025 | $164,358,539 | 4 | January 31, 2025 |
| October 2026 | $151,424,283 | 4 | August 27, 2026 |

Regulatory assets under management: $138,388,760 in the October 2023 data and $151,424,283 in the October 2026 data, up 9%.
Total employees: 4 in October 2023 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cramer & Rauchegger, Inc. (CRD 164784): Form ADV filing data as of October 2026.