Firm profile

RACHOR INVESTMENT ADVISORY SERVICES, LLC

LINDEN, MICRD 105495Latest ADV March 17, 2026

Rachor Investment Advisory Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Linden, MI. Its latest Form ADV filing, dated March 17, 2026, reports $238M in regulatory assets under management, 16 employees, and 1,043 accounts.

Assets Under Management
$238M
Employees
16
Offices
--
Total Clients
490
Primary office
LINDEN, MI
120 N. BRIDGE STREET, SUITE A, LINDEN, MI, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOTod G. Fisher

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 73.1% of total clients.
Top client categories% of clientsClients
1
Individuals
73.1%
358
2
HNWI
26.9%
132
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$238Mas of March 17, 2026
Discretionary100.0%
$238M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$238M
Total Accounts1,043
10Y AUM Change+$97M (+69.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees16
Clients per Employee31:1
10Y Employee Change+1 (+6.7%)

* 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.