Deseranno Corporation
- Regulatory AUM
- $208M
- Discretionary
- $208M
- Clients
- 136
- Avg AUM / client
- $1.5M
- Accounts
- 333
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Feb 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 107 | $30.2M | 14.5% |
| High net worth individuals | 27 | $121M | 58.1% |
| Charitable organizations | 1 | $1.4M | 0.66% |
| Insurance companies | 1 | $55.5M | 26.7% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Stephen Rahaim | Owner | CFP | Nov 2002 (24y) | 75% or more |
| Graves, Elena | Chief Compliance Officer | Jan 2003 (24y) | Less than 5% | |
| Steven Anderson Sicklesteel | Registered representative | CFP | May 2010 (16y) | |
| Alandress Gardner | Registered representative | Jul 2010 (16y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 02/20/2026 | 906 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $153M (73% of AUM) Feb 2026
- Comerica Inc. $55.5M (27% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Feb 20, 2026.
View current Form ADV (SEC/IAPD) ↗