Botamer Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,832,316
Clients
16
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
LowAverage account size
$114,520
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
Financial planning
Portfolio management
Main office location
Botamer Financial
State College PA, United States
Number of offices
1
Most active in
Botamer Financial has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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