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Adam Rauscher

Merit Financial Advisors
21 Years of Experience
Boca Raton, FL
Sells Insurance
View SEC Summary
View SEC Summary

Adam Rauscher is a registered investment advisor at Merit Financial Advisors, based in Boca Raton, FL, with 21 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 20,711 clients with $24B in assets under management.

Merit Financial Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
287 advisors
Number of Clients
20,711 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$23.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual asset management fee ranges up to a maximum of 2.50% and is negotiable. Independent contractor accounts may incur an additional platform fee of 0.25% to 0.35%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

5901 Broken Sound Pkwy NW, Ste 502, Boca Raton, FL, 33487

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Adam is a licensed insurance agent involved in outside insurance sales, including life insurance, long-term care (LTC), and disability insurance. This activity takes about a quarter of his time.

Employment History
Current Registrations
Merit Financial Advisors
February 2026 - Present · 8 mos
Previous Registrations
Stone Creek Capital Management LLC
January 2023 - March 2026 · 3 yrs 2 mos
Stone Creek Capital Management LLC
February 2019 - December 2022 · 3 yrs 10 mos
Biltmore Capital Advisors
December 2018 - June 2022 · 3 yrs 6 mos
Thrivent Investment Management INC.
March 2006 - August 2018 · 12 yrs 5 mos
Thrivent Investment Management INC.Broker
April 2005 - August 2018 · 13 yrs 4 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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