# McLachlan Investment Services LLC

> McLachlan Investment Services LLC is a state-registered investment advisory firm, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.

- CRD: 155633
- Filed as: MCLACHLAN INVESTMENT SERVICES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Idaho
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155633
- AdvisorCensus page: https://advisorcensus.com/firm/mclachlan-investment-services-llc-155633

## Quick answers

**How is McLachlan Investment Services LLC compensated?**
On its Form ADV (Item 5.E, October 2026), McLachlan Investment Services LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is McLachlan Investment Services LLC registered with the SEC or a state?**
McLachlan Investment Services LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 155633.

**How much does McLachlan Investment Services LLC manage?**
McLachlan Investment Services LLC reports $4,800,000 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (85% discretionary).

**What types of clients does McLachlan Investment Services LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8); high net worth individuals (3); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does McLachlan Investment Services LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/155633

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $4,800,000
- Discretionary: $4,100,000
- Non-discretionary: $700,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $1,900,000 |
| High net worth individuals | 3 | $2,200,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $700,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McLachlan Investment Services LLC (CRD 155633): Form ADV filing data as of October 2026.