# Adelmann Financial

Adelmann Financial is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** adelmannfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/russadelmann

## Regulatory record

- **CRD number:** 114825
- **SEC file number:** 801-69390
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/114825

## About

Adelmann Financial, Inc. is an SEC-registered investment adviser in Colorado Springs, CO. The firm manages $106 million in assets, $99 million on a discretionary basis. It has 3 employees and 2 investment advisers.

## Questions

### How does Adelmann Financial construct client portfolios?

The firm uses a fundamental, multi-asset approach, allocating across equities, bonds, and cash equivalents, while retaining the ability to use mutual funds and ETFs. Its investment strategy is described in regulatory filings as portfolio management for individuals, rather than a macro or thematic overlay. Adelmann does not outwardly market a proprietary algorithm or model-driven process. Public detail on specific sector or security selection is unavailable.

### Is Adelmann Financial backed by private equity or part of a larger aggregator?

No. The firm reports no parent entity, no outside investors, and no controlling affiliates. It is an owner-operated boutique, which means investment decisions and governance are kept in-house without influence from an external consolidator. This independence remains the key structural differentiator in an industry where roll-ups and minority-stake sales are common.

## Related profiles

- [Actify Investor Retirements](https://altss.com/profile/actify-investor-retirements-llc)
- [Adidas](https://altss.com/profile/adidas)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/adelmann-financial-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology