Cramer & Rauchegger, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cramer & Rauchegger serves individuals and high‑net‑worth clients, as well as trusts, estates, retirement accounts and small businesses, providing portfolio management, financial planning, trustee and trust administration services, and selection of third‑party advisers. The firm prepares written financial plans and may assist with estate‑related tasks such as beneficiary communication, asset inventories and distributions when acting as trustee.
The firm implements investment strategies primarily by allocating client assets among third‑party money managers, model portfolios, mutual funds and ETFs rather than conducting individual security analysis, and it periodically monitors and can replace managers based on performance, volatility or strategy drift. Day‑to‑day trading discretion generally resides with the selected third‑party managers while the firm focuses on manager selection, asset allocation and periodic client reviews.
Compared with peers, the firm maintains an unusually high client load per advisor—serving roughly 850 clients with three advisors—which could affect the level of individualized attention and contact frequency. The brochure also discloses that associated persons are licensed insurance agents who may receive separate commissions on insurance product sales, and that the firm may act as trustee for client trusts; each of these relationships is identified as a potential conflict of interest the firm manages through policies and disclosures.
Client services
Expertise
Fee options
Financial planning fixed fee of $2000 per plan.
$100,000 - $1 million: 2.0% $1 million - $5 million: 1.5% $5 million+:
Firm and its persons are insurance agents and receive commissions from insurance product sales.
Fee-only: Fees are negotiable at firm's sole discretion; fee-only basis for advisory services.
Main office
800 N. Maitland Avenue, Suite 204
Maitland FL 32751
Advisors at this office
3
Most active in
California · Florida · Georgia · New York · North Carolina · South Carolina
Also doing business as
Cramer & Rauchegger, Inc. · Cramer & Rauchegger, Inc. · Cramer, Russell Scott
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Thomas R
Series 66
Maitland, FL
Cramer & Rauchegger, Inc.
Thomas Rauchegger is a financial advisor with Cramer & Rauchegger, Inc. in Maitland, Florida, holding a Series 66 designation and 14 years of industry experience. He has been with Cramer & Rauchegger since 2006 and also has roles at Kalos Management, Inc. and Kalos Capital, Inc. Outside of advisory work, he is an author of a book on retirement and coaches boys’ soccer at the Barcelona Soccer Academy. Cramer & Rauchegger provides investment advisory services primarily to individuals and high net worth clients, as well as related entities such as trusts and estates. The firm allocates client assets among third-party advisers, ETFs, and mutual funds, relying on model portfolios with periodic monitoring.
Russell C
Series 63, Series 65
Maitland, FL
Cramer & Rauchegger, Inc.
Russell Cramer is a financial advisor with Cramer & Rauchegger, Inc. based in Maitland, Florida, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has worked at Kalos Capital since 2008 and has been associated with Cramer & Associates since 1999. Cramer & Rauchegger provides investment advisory services primarily to individuals and high net worth clients, as well as trusts, estates, and retirement accounts. The firm allocates client assets among third-party advisers, ETFs, and mutual funds using model portfolios, with oversight on performance and strategy, serving over 1,000 clients with a focus on delegated portfolio management.
Anne H
Series 66
Maitland, FL
Cramer & Rauchegger, Inc.
Anne Hudson is a financial advisor at Cramer & Rauchegger, Inc. with 26 years of industry experience. She holds a Series 66 designation and has been with Cramer & Rauchegger since 2013, concurrently working at Kalos Capital since 2014. Cramer & Rauchegger provides investment advisory services primarily to individuals and high net worth clients, as well as related entities such as trusts, estates, and retirement accounts. The firm allocates client assets among third-party advisers, ETFs, and mutual funds, relying on model portfolios developed by those advisers with periodic monitoring for performance and strategy consistency.
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