Botamer Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Botamer Financial is an independent, single-advisor registered investment adviser that provides portfolio management and investment advisory services to individual clients. The firm reports managing approximately $1.47 million in client assets across 15 client relationships.
The Form ADV brochure indicates the firm delivers investment management primarily on a non-discretionary basis, so clients retain final trading authority and the adviser implements transactions with client consent. The brochure also describes the firm’s percentage-of-assets fee model and its account review and oversight practices (Items 5, 13 and 16).
The firm’s emphasis on non-discretionary accounts is uncommon among independent advisers and entails more frequent client involvement in trade decisions than typical discretionary models. Its small scale — one advisor serving a limited number of individual clients — is reflected throughout the brochure and the firm’s operational disclosures (e.g., Items 11–15).
Client services
Main office
State College PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Botamer Financial · Botamer Financial Corporation
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Lawyer
They provide legal services, typically billed separately.
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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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