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RACHOR INVESTMENT ADVISORY SERVICES, LLC

CRD 105495File 801-24721
APPROVED
Retail clients
Custody
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$238.1M
Below cohort median (national)
Discretionary AUM
$238.1M
Clients
490
1,043 accounts
Employees
16
Below cohort median in MI

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Jul 8, 1985
Principal office
120 N. BRIDGE STREET, SUITE A, LINDEN, MI, 48451
Phone
810-732-7777

Assets & accounts

ADV Item 5F
Total regulatory AUM
$238.1M
Discretionary AUM
$238.1M
Non-discretionary AUM
$0
Discretionary accounts
1,043
Non-discretionary accounts
0
Total accounts
1,043
AUM per client
$486K

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$7.0M
Charitable organizationsFewer than 5$1.7M
High net worth individuals132$154.3M
Individuals (other than high net worth individuals)358$75.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.