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Rademacher Financial, Inc.

Lawrence, KSSEC-registered investment adviserCRD 114067

Filed as RADEMACHER FINANCIAL, INC.

Rademacher Financial, Inc. is an SEC-registered investment advisory firm in Lawrence, KS, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

8 years
registered since 2018
$234,295,142
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Rademacher Financial, Inc. compensated?

On its Form ADV (Item 5.E, October 2026), Rademacher Financial, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

How much does Rademacher Financial, Inc. charge?

Its Form ADV Part 2A brochure dated March 3, 2026 states: Hourly rate: $75 to $550 an hour (financial planning and consulting services); Flat fee: $490 to $7,500 (financial planning and consulting services); Subscription: $490 to $3,000 a year (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is Rademacher Financial, Inc. located?

Rademacher Financial, Inc.'s principal office is in Lawrence, KS, according to its Form ADV.

Is Rademacher Financial, Inc. registered with the SEC or a state?

Rademacher Financial, Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 114067.

How much does Rademacher Financial, Inc. manage?

Rademacher Financial, Inc. reports $234,295,142 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (99% discretionary).

How have Rademacher Financial, Inc.'s assets and staff changed since 2021?

In the Form ADV data for Rademacher Financial, Inc.: Regulatory assets under management: $187,419,856 in the October 2021 data and $234,295,142 in the October 2026 data, up 25%. Total employees: 9 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Rademacher Financial, Inc. serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (286); high net worth individuals (44); corporations or other businesses not listed above (6).

Which custodians does Rademacher Financial, Inc. use?

Rademacher Financial, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

Does Rademacher Financial, 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/114067

Does Rademacher Financial, Inc. state an account minimum?

Its Form ADV Part 2A brochure dated March 3, 2026 says: "We require a minimum relationship value of $250,000 to maintain an advisory relationship. That minimum may be waived at our sole discretion."

What changed in Rademacher Financial, Inc.'s recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $262,884,125 to $234,295,142 (-11%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies; see the brochure for them.

Account minimum: $250,000 (the brochure says it may be waived or negotiated)

The brochure's wording
We require a minimum relationship value of $250,000 to maintain an advisory relationship. That minimum may be waived at our sole discretion.

Hourly rate: $75 to $550 an hour (financial planning and consulting services)

The brochure's wording
Fees for financial planning and consulting services are negotiable and are provided based upon an hourly rate, or based upon a flat fee, or based upon an annual retainer fee. Hourly fees range from $75-$550 per hour.

Flat fee: $490 to $7,500 (financial planning and consulting services)

The brochure's wording
Fees for financial planning and consulting services are negotiable and are provided based upon an hourly rate, or based upon a flat fee, or based upon an annual retainer fee. Hourly fees range from $75-$550 per hour. Flat fees can range from $490 to $7,500.

Subscription: $490 to $3,000 a year (financial planning and consulting services)

The brochure's wording
Flat fees can range from $490 to $7,500. In both cases, fees are dependent on the scope of the project. Annual retainer fees are billed in advance and range from $490 to $3,000 depending on the scope of the project.

As stated in the firm's Form ADV Part 2A brochure dated March 3, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$234,295,142

$234,295,142 as of October 2026, filing dated March 3, 2026.

Discretionary: $231,518,566.Non-discretionary: $2,776,576.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 286 Assets $78,782,401 (34%)
High net worth individuals
Clients 44 Assets $108,819,039 (46%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets $0 (0%)
Charitable organizations
Clients 3 Assets $513,516 (0%)
State or municipal government entities (including government pension plans)
Clients 4 Assets $43,689,023 (19%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 6 Assets $2,491,163 (1%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2018 (8 years)
Employees
Total: 6. Performing investment advisory functions: 5.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

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.

States registered or notice-filed
8 states or jurisdictions
CACOKSMOMTNYTXUT

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$187M 2021 $149M 2022 $119M 2023 $180M 2024 $263M 2025 $234M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$234,295,1426March 3, 2026
October 2025$262,884,1256April 1, 2025
October 2024$180,479,0796July 12, 2024
October 2023$119,119,0527July 10, 2023
October 2022$149,209,2736August 30, 2022
October 2021$187,419,8569October 1, 2021

Regulatory assets under management: $187,419,856 in the October 2021 data and $234,295,142 in the October 2026 data, up 25%.

Total employees: 9 in October 2021 and 6 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Regulatory assets under management went from $262,884,125 to $234,295,142 (-11%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
rademacherfinancial.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Rademacher Financial, Inc. (CRD 114067): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/rademacher-financial-inc-lawrence-ks-114067