This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$151MItem 5.F on the latest filing (2026-08-27); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$151M

Private client RAUM

$151MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$50.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,700

Individual clients

755

High net worth clients

95

Custody, client assets

$324,203

SEC number

801-127981

CRD

164784

Filings on the tape

9

First filed

Apr 14, 2023

Latest filed

Aug 27, 2026

Organised

Corporation, FL

• Occurred

  Apr 14, 2023
  First Form ADV filing

  Cramer & Rauchegger, Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:931e5e91-2c58-cf03-2b7e-1ff6f37a52b7

First observed

Apr 14, 2023

Last observed

Aug 27, 2026 23 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.