# Kramer Investment Advisors, Inc.

> Kramer Investment Advisors, Inc. is a state-registered investment advisory firm in Topanga, CA, registered since 2012, with no regulatory assets under management reported in its Form ADV filing dated July 9, 2026.

- CRD: 160840
- Filed as: KRAMER INVESTMENT ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Topanga, CA
- Filing period: October 2026
- Form ADV filing dated: July 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/160840
- AdvisorCensus page: https://advisorcensus.com/firm/kramer-investment-advisors-inc-topanga-ca-160840

## Quick answers

**How is Kramer Investment Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Kramer Investment Advisors, Inc. reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Kramer Investment Advisors, Inc. located?**
Kramer Investment Advisors, Inc.'s principal office is in Topanga, CA, according to its Form ADV.

**Is Kramer Investment Advisors, Inc. registered with the SEC or a state?**
Kramer Investment Advisors, Inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 160840.

**Does Kramer Investment Advisors, Inc. 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/160840

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [kramerinvest.com](https://kramerinvest.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kramer Investment Advisors, Inc. (CRD 160840): Form ADV filing data as of October 2026.