RIA Intel›Advisers›Maryland›ORTMAN FINANCIAL GROUP, LLC

ORTMAN FINANCIAL GROUP, LLC

Advisory

NORTH BETHESDA, MD

Data as of Feb 11, 2026 · Source: SEC Form ADV

Rank in MD

#426

of 468 advisers by AUM

Average account

$191K

across 330 accounts

AUM per adviser

$63M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 11, 2026.

Total AUM

$63M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$63M

Discretionary AUM$63M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients105

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, DC, FL, MD, TX, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

105 clients

19 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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