Rademacher Financial, Inc. (Lawrence)

Name: Rademacher Financial, Inc.
Address: 1505 Kasold Drive, Lawrence, KS, 66047
Telephone: 785-865-5308

Rademacher Financial, Inc. is a large advisory firm based in Lawrence. It manages $110.03 million of regulatory assets for 934 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Colorado, Florida, Illinois, and 8 other states.

Rademacher Financial provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Rademacher Financial: assets under management

The assets under management (AUM) of Rademacher Financial, Inc. is $110.03 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 275% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $110.03 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $117.8 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 82% of the total AUM. The second-largest asset type is exchange traded securities, which make up 10% of the firm’s portfolio. Investments in cash and cash equivalents form 5% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rademacher Financial, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Phillip Adam Rademacher serves?

The firm provides services to individuals, insurance companies, and high net worth individuals. The largest group of clients of Phillip Adam Rademacher is individuals with 338 clients and $62.74 million of assets under management. Among the 6 most similar advisory firms, Rademacher Financial has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $110.03 million for 374 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Rademacher Financial doesn't advise any private funds.

Careers at Rademacher Financial, Inc.

The company employs 8 people that are either part- or full-time employees. 88 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Phillip Adam Rademacher has been acting as President since 1 Oct 1999. Rachel Ellen Rademacher joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Phillip Adam Rademacher	President/chief compliance officer	1 Oct 1999	50% - 75%	2233448
Rachel Ellen Rademacher	Vice president	1 Oct 1999	50% - 75%	4096039

Based in Lawrence

The principal office where Rademacher Financial, Inc. performs its advisory services is located at 1505 Kasold Drive, Lawrence, KS 66047, which is also the mailing address of the firm. An additional office of the firm is in Dripping Springs, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 785-865-5308 or by fax 785-865-5379. The normal business hours are 8:00 am-5:00 pm on Monday - Friday. You can find more information about the New York firm at rademacherfinancial.com/.