CRD: 114825
Adelmann Financial, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- HarborMomentum +more
- Established Date
- 03-01-1998
- Office Locations
- 1
Office Locations
About Adelmann Financial, Inc.
Adelmann Financial, Inc. is a Colorado Springs, CO fee-only fiduciary RIA that works with a limited number of families using a goals-based process—Goals, Plan, Portfolio—focused on staying disciplined rather than forecasting or timing markets. The firm provides comprehensive financial planning (retirement, estate, risk management, debt, education) and ongoing portfolio supervision, typically using exchange-traded index funds and no-load/load-waived mutual funds (not individual stocks), with client assets custodied at Schwab.
Team overview
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Asset Classes
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Investment Themes
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Owner & Executives
RUSSELL BRAYTON ADELMANN
Chief Compliance Officer, President
- CRD
- #2202065
- Ownership
- 50% but less than 75%
SARAH WORDEN ADELMANN
President, Secretary
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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William Brayton Adelmann
--
- CRD
- #8174747
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,001,708 | -- |
| Non-Discretionary | $6,875,224 | -- |
| Total | $105,876,932 | -- |
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Separately Managed Accounts
Total SMA Asset: $105,876,932
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,278,888,711 | 50.6% |
| Cash | $1,248,559,335 | 49.4% |
| Total | $2,527,448,046 | 100.0% |