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Cramer & Rauchegger, Inc.

Cramer & Rauchegger, Inc.. CRD 164784

C

CRD: 164784

Cramer & Rauchegger, Inc.

Maitland, FL, 32751
4076454433
$151.4M Total AUM
$151.4M Disc. AUM
-- 3Y CAGR
4 Employees
850 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · ETC Brokerage · Fidelity/NFS
Clients
Retail
Platforms
Optima crestVital fusion
Established Date
08-03-2015
Office Locations
1

Office Locations

800 N. Maitland Avenue Ste. 204 Maitland FL

About Cramer & Rauchegger, Inc.

Cramer & Rauchegger, Inc. is a Maitland, FL wealth management and financial planning firm focused on helping individuals plan for and live through retirement. The team emphasizes income planning, risk-managed portfolio construction, estate and tax planning, and insurance/annuity strategies, often implemented with ETFs and mutual funds. Co-founder Thomas Michael Rauchegger is the author of “The Retirement Race.”

Team overview

55 AVG AGE
$75.7M AVG AUM / ADVISOR
$178.1K AVG AUM / CLIENT
10.5 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Legacy

Client Personas

Fusion pathway

Custodian

Insight fusion

Investment Themes

Meridian frontier Insight Quantum Eagle

Investment Vehicles

Bridge

Platform

Legacy catalyst

Services

Pioneer Summit vector Delta radial Vital fusion Momentum Value Pathway Summit

Technology

Summit Fusion meridian

Owner & Executives

R

RUSSELL SCOTT CRAMER

Chief Compliance Officer, Financial Advisor, FOUNDER, General Partner

CRD
#1350242
Ownership
75% or more
(427) 495-7969
matrix.beacon@timbercapital.com
in linkedin.com/in/pioneer-ember
THOMAS MICHAEL RAUCHEGGER

THOMAS MICHAEL RAUCHEGGER

FOUNDER, Investment Advisor

CRD
#5156496
Ownership
10% but less than 25%
(848) 213-3086
zenith.eagle@bridgecapital.com
in linkedin.com/in/harbor-delta

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Contacts

ANNE MARIE HUDSON

ANNE MARIE HUDSON

Director

CRD
#2889393
(409) 663-2303
zenith.atlas@ridgecapital.com
in linkedin.com/in/horizon-beacon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-10-2023
12-05-2024
01-31-2025
02-03-2026
Category Assets AVG. Account size
Discretionary $151,424,283 $89,073
Non-Discretionary $0 --
Total $151,424,283 $89,073

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Separately Managed Accounts

Total SMA Asset: $151,424,283

$151.4M Total SMA
Public Funds:
23.0%
Equity - Exchange:
39.7%
Cash:
12.1%
Equity - OTC:
8.1%
Private Funds:
17.1%
Asset class Assets Assets %
Public Funds $1,557,298,188 23.0%
Equity - Exchange $2,688,032,089 39.7%
Cash $819,274,264 12.1%
Equity - OTC $548,439,797 8.1%
Private Funds $1,157,817,348 17.1%
Total $6,770,861,686 100.0%

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