← Directory
CRAMER & RAUCHEGGER, INC.
CRD 164784File 801-127981
APPROVED
Retail clients
Custody
Filing as of Feb 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$151.4M
Bottom 25% of cohort (national)
Discretionary AUM
$151.4M
Clients
850
1,700 accounts
Employees
4
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 17, 2023
- Principal office
- 800 N. MAITLAND AVENUE, STE. 204, MAITLAND, FL, 32751
- Phone
- 407-645-4433
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $151.4M
- Discretionary AUM
- $151.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,700
- Non-discretionary accounts
- 0
- Total accounts
- 1,700
- AUM per client
- $178K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 95 | $30.6M |
| Individuals (other than high net worth individuals) | 755 | $120.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — TRUST MANAGEMENT FEE
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.