AUERBACH INVESTMENT SERVICES, LLC

CRD 290041File 801-135554

APPROVED

Retail clients

Filing as of May 15, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$150.2M

Bottom 25% of cohort (national)

Discretionary AUM

$146.4M

Non-discretionary $3.8M

Clients

112 accounts

Employees

Bottom 25% of cohort in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Mar 17, 2026
Principal office: 111 FORREST AVENUE, FIRST FLOOR, NARBERTH, PA, 19072
Phone: 610-529-3000
Website: HTTPs://WWW.AUERBACHINVESTMENT.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $150.2M
Discretionary AUM: $146.4M
Non-discretionary AUM: $3.8M
Discretionary accounts: 110
Non-discretionary accounts: 2
Total accounts: 112
AUM per client: $2.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	9	$20.2M
Charitable organizations	Fewer than 5	$1.3M
High net worth individuals	34	$119.1M
Pension and profit sharing plans	Fewer than 5	$3.7M
Individuals (other than high net worth individuals)	17	$6.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
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

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.