RADEMACHER FINANCIAL, INC.
C50
CRD 114067·SEC 801-113139·LAWRENCE, KS
AUM
$234.3M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$703K
@ 30% margin
Est. Deal Value
$5.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $110.0M
'21 · $144.7M
'22 · $187.4M
'23 · $149.2M
'25 · $262.9M
'26 · $234.3M
'20'26
$110.0M → $234.3M▲ +113%
Client mix
| Individuals Other | 286 |
| Individuals High Net Worth | 44 |
| Corporations | 6 |
| State Or Municipal Govt | 4 |
| Charitable Organizations | 3 |
Operations
Advisory staff (5-yr trend)
'20 · 7 advisors
'21 · 6 advisors
'22 · 7 advisors
'23 · 5 advisors
'25 · 5 advisors
'26 · 5 advisors
'20'26
7 advisors → 5 advisors▼ -29%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.