# Krammer Financial

> Krammer Financial is a state-registered investment advisory firm, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 11, 2026.

- CRD: 226712
- Filed as: KRAMMER FINANCIAL
- Legal name: Krammer Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: June 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/226712
- AdvisorCensus page: https://advisorcensus.com/firm/krammer-financial-226712

## Quick answers

**How is Krammer Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Krammer Financial reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Krammer Financial registered with the SEC or a state?**
Krammer Financial is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 226712.

**How much does Krammer Financial manage?**
Krammer Financial reports $70,874,017 in regulatory assets under management in its Form ADV filing dated June 11, 2026 (100% discretionary).

**What types of clients does Krammer Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (30); high net worth individuals (15); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Does Krammer Financial 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/226712

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $70,874,017
- Discretionary: $70,862,802
- Non-discretionary: $11,215

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $11,084,822 |
| High net worth individuals | 15 | $51,592,616 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $8,196,579 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [krammerfinancial.com](https://krammerfinancial.com)
- LinkedIn @tkrammer
- X @TEDKRAMMERCFP

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Krammer Financial (CRD 226712): Form ADV filing data as of October 2026.