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RADEMACHER FINANCIAL, INC.

LAWRENCE, KS · CRD 114067 · IAPD ↗ · 785-865-5308

$234.3MRegulatory AUM
5Advisory reps
6Employees
3Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — RADEMACHER FINANCIAL, INC. notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2025 — RADEMACHER FINANCIAL, INC. reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
March 2025 — RADEMACHER FINANCIAL, INC. reported RAUM up 46% ($180.5M -> $262.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
May 2024 — RADEMACHER FINANCIAL, INC. notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
March 2024 — RADEMACHER FINANCIAL, INC. reported RAUM up 52% ($119.1M -> $180.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.