# Rachor Investment Advisory Services, LLC

> Rachor Investment Advisory Services, LLC is an SEC-registered investment advisory firm in Linden, MI, registered since 1985, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 105495
- Filed as: RACHOR INVESTMENT ADVISORY SERVICES, LLC
- Also doing business as: RACHOR FINANCIAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Linden, MI
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105495
- AdvisorCensus page: https://advisorcensus.com/firm/rachor-investment-advisory-services-llc-linden-mi-105495

## Quick answers

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

**Where is Rachor Investment Advisory Services, LLC located?**
Rachor Investment Advisory Services, LLC's principal office is in Linden, MI, according to its Form ADV.

**Is Rachor Investment Advisory Services, LLC registered with the SEC or a state?**
Rachor Investment Advisory Services, LLC is an SEC-registered investment advisory firm, registered since 1985. Status as filed: Approved. CRD 105495.

**How much does Rachor Investment Advisory Services, LLC manage?**
Rachor Investment Advisory Services, LLC reports $238,062,651 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**How have Rachor Investment Advisory Services, LLC's assets and staff changed since 2021?**
In the Form ADV data for Rachor Investment Advisory Services, LLC: Regulatory assets under management: $194,484,196 in the October 2021 data and $238,062,651 in the October 2026 data, up 22%. Total employees: 15 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Rachor Investment Advisory Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (358); high net worth individuals (132).

**Which custodians does Rachor Investment Advisory Services, LLC use?**
Rachor Investment Advisory Services, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Rachor Investment Advisory 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 SEC record: https://adviserinfo.sec.gov/firm/summary/105495

**What changed in Rachor Investment Advisory Services, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $205,615,996 to $238,062,651 (+16%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $238,062,651
- Discretionary: $238,062,651
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 358 | $75,070,005 |
| High net worth individuals | 132 | $154,333,838 |
| Charitable organizations | Fewer than 5 | $1,698,411 |
| Corporations or other businesses not listed above | Fewer than 5 | $6,960,397 |

### 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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1985 (41 years)
- Employees: 16 total, 14 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IL, MI, MO, NC, NJ, SC, TN, TX, VA, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rias.net

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $194,484,196 | 15 | September 9, 2021 |
| October 2022 | $229,952,952 | 16 | August 24, 2022 |
| October 2023 | $185,925,566 | 15 | March 14, 2023 |
| October 2024 | $185,612,721 | 16 | March 1, 2024 |
| October 2025 | $205,615,996 | 16 | February 28, 2025 |
| October 2026 | $238,062,651 | 16 | March 17, 2026 |

Regulatory assets under management: $194,484,196 in the October 2021 data and $238,062,651 in the October 2026 data, up 22%.
Total employees: 15 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $205,615,996 to $238,062,651 (+16%).

### January 2026
- No longer registered or notice-filed in MT, NY.

### December 2025
- Registered or notice-filed in WY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rachor Investment Advisory Services, LLC (CRD 105495): Form ADV filing data as of October 2026.