# Ratner & Associates LLC

> Ratner & Associates LLC is a state-registered investment advisory firm, registered since 2022, with no regulatory assets under management reported in its Form ADV filing dated June 5, 2026.

- CRD: 323912
- Filed as: RATNER & ASSOCIATES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: June 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323912
- AdvisorCensus page: https://advisorcensus.com/firm/ratner-and-associates-llc-323912

## Quick answers

**How is Ratner & Associates LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ratner & Associates LLC 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 Ratner & Associates LLC registered with the SEC or a state?**
Ratner & Associates LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 323912.

**Does Ratner & Associates 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/323912

## From the Form ADV filing

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

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

### Firm details
- Registered since: 2022 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ratnermanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ratner & Associates LLC (CRD 323912): Form ADV filing data as of October 2026.