Rahn+Bodmer Co.
$676M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$180M
$500M
2018
2025
Same-firm comparison: 1 firms that reported Rahn+Bodmer Co. in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Bellecapital International Ag | $500M | $2.0B | 25.5% | 03/25/2026 |
| Bfi Infinity Ltd. | $175M | $838M | 20.9% | 03/12/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.