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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-2022
- Office Locations
- 1
Office Locations
About Ulmer Financial
Ulmer Financial is a fee-only advisory in Charlottesville, VA that combines discretionary investment management with in-house tax preparation and filing. The team builds portfolios based on a client’s full financial picture, can add standalone planning engagements, and uses the integrated tax view to plan for dividends, IRA distributions, rental income, and K-1s. Custody includes Charles Schwab.
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Owner & Executives
Crawford Ulmer
Chief Compliance Officer, Financial Planner, Manager
- CRD
- #6748635
- Ownership
- 50% but less than 75%
John R Ulmer
Co-Owner, Data Analyst
- CRD
- --
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,118,562 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,118,562 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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