Traphagen Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oradell, NJ. Its latest Form ADV filing, dated March 2, 2026, reports $2.3B in regulatory assets under management, 18 employees, and 2,038 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.8% of total clients.
Top client categories% of clientsClients
1
Individuals
66.8%
1,361
2
HNWI
27.5%
561
3
Pension Plans
5.4%
110
4
Charitable
0.3%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.3Bas of March 2, 2026
Discretionary95.4%
$2.2B
95% of total RAUM95.4%
Non-discretionary4.6%
$106M
5% of total RAUM4.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.3B
Total Accounts2,038
10Y AUM Change+$1.8B (+366.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee113:1
10Y Employee Change+9 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.