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RADEMACHER FINANCIAL, INC.
CRD 114067File 801-113139
APPROVED
Retail clients
Custody
Filing as of Mar 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$234.3M
Below cohort median (national)
Discretionary AUM
$231.5M
Non-discretionary $2.8M
Clients
343
1,184 accounts
Employees
6
Below cohort median in KS
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- May 3, 2018
- Principal office
- 1505 KASOLD DRIVE, LAWRENCE, KS, 66047
- Phone
- 785-865-5308
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $234.3M
- Discretionary AUM
- $231.5M
- Non-discretionary AUM
- $2.8M
- Discretionary accounts
- 1,176
- Non-discretionary accounts
- 8
- Total accounts
- 1,184
- AUM per client
- $683K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $2.5M |
| Charitable organizations | 3 | $514K |
| High net worth individuals | 44 | $108.8M |
| State or municipal government entities | 4 | $43.7M |
| Individuals (other than high net worth individuals) | 286 | $78.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 347 | 343 | decreased by4 |
| Apr 1, 2026 | AUM | $262,884,125 | $234,295,142 | decreased by$28,588,983 |
| Apr 1, 2026 | Accounts | 1,095 | 1,184 | increased by89 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 293 | 347 | increased by54 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $149,209,273 | $262,884,125 | increased by$113,674,852 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 843 | 1,095 | increased by252 |
| Apr 1, 2022 | Employees | 9 | 6 | decreased by3 |
| Apr 1, 2022 | Clients | 379 | 293 | decreased by86 |
| Apr 1, 2022 | AUM | $187,419,856 | $149,209,273 | decreased by$38,210,583 |
| Apr 1, 2022 | Accounts | 1,026 | 843 | decreased by183 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RADEMACHER FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RADEMACHER FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.