|
⚲
|
| Keyboard |
| Rachor Investment Advisory Services LLC
✚
|
|
|---|---|
| CRD # | 105495 |
| SEC # | 801-24721 |
| CIK # | 0002008792 |
| AUM | 238.1 M (2026-03-17) |
| Employees | 16 (88% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 810-732-7777 |
| Address | 120 N Bridge Street Linden, MI 48451 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002008792 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 1.1 | ||
| Bank of America Corp /DE/ | 0.9 | ||
| Huntington Bancshares Inc/MD | 0.8 | ||
| Advanced Micro Devices Inc | 0.6 | ||
| Broadcom Inc | 0.5 | ||
| Apple Inc | 0.5 | ||
| Nvidia Corp | 0.4 | ||
| Cummins Inc | 0.3 | ||
| General Electric Co | 0.3 | ||
| J P Morgan Chase & Co | 0.3 | ||
| Corning Inc /NY | 0.3 | ||
| GE Vernova Inc | 0.3 | ||
| Microsoft Corp | 0.2 | ||
| American Express Co | 0.2 | ||
| Palo Alto Networks Inc | 0.2 | ||
| Oracle Corp | 0.2 | ||
| Simpson Manufacturing Co Inc /CA/ | 0.2 | ||
| Cisco Systems Inc | 0.2 | ||
| Costco Wholesale Corp /NEW | 0.2 | ||
| FPL Group Inc | 0.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 358 | 75.1 |
| (b) Individuals (high net worth individuals) | 132 | 154.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 7.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,043 | 238.1 |
| By Discretionary | ||
| Discretionary | 1,043 | 238.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,043 | 238.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 238.1 | |
| Total | 1,043 | 238.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002008792] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 67 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Smith Bruer Advisors LLC
✚
|
FL | 238.5 M |
|
Goalfusion Wealth Management LLC
✚
|
238.5 M | |
|
RH Investment Group LLC
✚
|
AZ | 238.5 M |
|
JM2 Capital Inc
✚
|
OK | 238.4 M |
|
Acute Investment Advisory LLC
✚
|
AZ | 238.4 M |
|
Alexander Capital Wealth Management LLC
✚
|
NJ | 238.1 M |
|
Kelley Investments LLC
✚
|
238.0 M | |
|
3J Capital Partners Ltd
✚
|
238.0 M | |
|
Golden Road Advisors LLC
✚
|
FL | 237.7 M |
|
Fortune 45 LLC
✚
|
LA | 237.7 M |