Rademacher Financial, Inc.
- Regulatory AUM
- $234M
- Discretionary
- $232M
- Clients
- 343
- Avg AUM / client
- $683K
- Accounts
- 1,184
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 286 | $78.8M | 33.6% |
| High net worth individuals | 44 | $109M | 46.4% |
| Charitable organizations | 3 | $514K | 0.22% |
| State or municipal government entities | 4 | $43.7M | 18.6% |
| Corporations and other businesses | 6 | $2.5M | 1.06% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Phillip Adam Rademacher | President/Chief Compliance Officer | CFP | Oct 1999 (27y) | 50% – 75% |
| Rachel Ellen Rademacher | Vice President | Oct 1999 (27y) | 50% – 75% | |
| Kevin Lee Michael | Registered representative | Jan 2014 (13y) | ||
| Roger Harrington Cox | Registered representative | Sep 2018 (8y) | ||
| Gabriel Philip D'angelo | Registered representative | CFP | Sep 2024 (2y) | |
| Ronan Sramek | Registered representative | CFP | Nov 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/03/2026 | 900 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Raymond James $218M (93% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 03, 2026.
View current Form ADV (SEC/IAPD) ↗