Rauch Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$44,582,570
Total clients
153
5% high-net worth
Total advisors
3
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
51
Average account size
$291,389
About
Rauch Advisory LLC provides tailored investment advice and ongoing asset management to individual and high‑net‑worth clients, alongside financial planning and retirement‑plan consulting services. The firm operates with three advisors and manages roughly $44.6 million on behalf of about 153 clients.
For discretionary program accounts, Rauch allocates client assets among third‑party manager strategies and model portfolios implemented by a sub‑advisor while monitoring suitability and serving as the primary client contact. Financial planning and retirement consulting are typically delivered on a non‑discretionary basis via written plans or consultations, and the firm takes an educational approach to rollovers in line with Department of Labor guidance.
The firm is noteworthy for sponsoring its own wrap‑fee program — a structure that is uncommon among similar supported firms — and for its affiliation with insurance businesses; several advisory personnel are licensed insurance agents who may offer insurance products and receive commissions, a potential conflict the firm discloses and manages through policies and procedures. Rauch also maintains multiple branch offices and includes advisors with exit‑planning and business‑consulting activities, giving it a broader mix of services than many peers of similar size.
Client services
Expertise
Occupation focus
Fee options
Up to 2.00% annually (wrap fee for Program services)
Insurance commissions received by associated persons for insurance product sales (separate from advisory fees)
Account minimum: $10,000 Fee-only: Fixed fee for financial planning and consulting services up to $5,000 (negotiable)
Main office location
Rauch Advisory LLC
1407 Stephanie Way, Suite C
Chesapeake VA 23320, United States
Number of offices
3
Most active in
Florida · Maryland · North Carolina · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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