Bert Riddell Cramer, Investment Adviser
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bert Riddell Cramer, Investment Adviser serves individual clients and provides portfolio and investment management services. The solo adviser manages approximately $11.5 million across 16 client relationships and operates as an independent, single-advisor practice.
The brochure describes a fully disclosed investment management relationship in which clients select custodial agents used for transactions and recordkeeping, and regulatory filings and annual reports are made available upon request. Compensation is presented as fully disclosed and competitive, with the firm focused on professional portfolio and investment management rather than broader product distribution.
The firm is structured in a lawyer or law firm capacity, an arrangement that is uncommon among independent advisers and is reflected in the brochure’s emphasis on confidentiality and regulatory compliance. The brochure also details specific cybersecurity measures — three-factor authentication, anti-virus/anti-malware on devices, regular account-activity reviews, secure email, and limited access to non-public client information — that the adviser uses to protect client data.
Client services
Main office
Mohnton PA
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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