RAUCH ADVISORY LLC
Firm details
- Headquarters
- CHESAPEAKE, Virginia
- CRD number
- 155681
- Website
- rauschadvisory.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals71.26%
- HNWI27.54%
- Corporations / Businesses1.19%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Rauch Advisory LLC is an independent, privately owned registered investment adviser organized as an LLC. The firm serves individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and selecting third‑party advisers on clients’ behalf. It charges a mix of asset‑based fees and fixed fees and identifies itself as a capital allocator that places client capital with external managers. The snapshot flags the firm as not being an active ESG investor and not a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities8%
- Cash & Cash Equivalents2%
Contacts
3 of 3Eduardo de la Rosa
Managing MemberCRD 3149620
Joseph Harris
Investment Advisor RepresentativeCRD 8228249
Stephen Burton
Managing MemberCRD 6595526
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHESAPEAKE, VA
CHESAPEAKE CITY
Location
CHESAPEAKE, VA
Headquartered in CHESAPEAKE, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.
- Metro area
- Virginia Beach-Norfolk, VA-NC
- Region
- South
- County
- CHESAPEAKE CITY
- Address
- 1407 Stephanie Way
- Time zone
- ET (UTC-5)
- Office locations
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