# Frank Ramson, LLC

> Frank Ramson, LLC is a state-registered investment advisory firm, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 19, 2024.

- CRD: 149337
- Filed as: FRANK RAMSON, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New Jersey
- Filing period: October 2026
- Form ADV filing dated: August 19, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/149337
- AdvisorCensus page: https://advisorcensus.com/firm/frank-ramson-llc-149337

## Quick answers

**How is Frank Ramson, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Frank Ramson, LLC reports these compensation arrangements: a percentage of assets under its management.

**Is Frank Ramson, LLC registered with the SEC or a state?**
Frank Ramson, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 149337.

**How much does Frank Ramson, LLC manage?**
Frank Ramson, LLC reports $31,141,018 in regulatory assets under management in its Form ADV filing dated August 19, 2024 (100% discretionary).

**What types of clients does Frank Ramson, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (30).

**Does Frank Ramson, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/149337

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $31,141,018
- Discretionary: $31,141,018
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $176,796 |
| High net worth individuals | 30 | $30,964,222 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2009 (17 years)
- Employees: 0 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Frank Ramson, LLC (CRD 149337): Form ADV filing data as of October 2026.