Drach Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$23,557,582
Total clients
39
28% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
39
Average account size
$604,041
About
Drach Advisors provides investment advisory and portfolio management services primarily to individual clients, while also serving a limited number of charitable organizations and corporate or business clients. The firm charges fees based on assets under management and offers separately managed accounts and related advisory programs.
The firm’s brochure describes a discretionary portfolio-management approach and notes that it may employ derivatives within separately managed accounts as part of its investment strategies, with related risk disclosures. The materials also include account review and reporting practices and present past performance results in its client communications.
Noteworthy distinctions include the firm’s publication of historical performance figures and the disclosure of reportable disciplinary events in its Form ADV, both of which are uncommon among similar independent advisors. The combination of a small practice that serves charitable and corporate clients and that uses derivatives in client SMAs sets it apart from many peers.
Client services
Portfolio management
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Main office location
Drach Advisors LLC
Blue Hill ME, United States
Number of offices
1
Forms ADV
Quick links
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