RIA Intel›Advisers›Indiana›RATON, LLC

RATON, LLC

Advisory

FISHERS, IN

Data as of Mar 18, 2026 · Source: SEC Form ADV

Average account
$532K
across 34 accounts
AUM per adviser
$18M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM
$18M
Discretionary %
100%
Clients
—
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$18M
Discretionary AUM$18M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

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

BKM WEALTH MANAGEMENT GROUP LLC
FORT WAYNE, IN
$18M
-44.6% 1Y
SPENDES1, LLC
$18M
ENDRESS CAPITAL MANAGEMENT, L.L.C.
$18M
HUMAN CAPITAL, LLC
$19M
FEDDERN FINANCIAL CONSULTING GROUP, LLC
JEFFERSONVILLE, IN
$19M
-26.0% 1Y
MORRIS GROUP ADVISORY SERVICE, INC
INDIANAPOLIS, IN
$19M

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