Rauch Advisory LLC

RIAState Registered
Total AUM
$44.6M
Discretionary
$44.6M
100% of AUM
Avg account
$183K
Accounts
244
Employees
5
Advisory reps
3

Firm details

Headquarters
Chesapeake, Virginia
CRD number
155681
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

FINTRX

Overview

Rauch Advisory LLC is an independent, individual-owned advisory firm that focuses on serving individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and manager selection services, and it operates as a capital allocator that directs client capital to third-party fund managers. Fee arrangements include both a percentage-of-AUM component and fixed fees. Rauch reports industry ties to an insurance company and maintains state registrations in Florida, Maryland, North Carolina and Virginia.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 90%, Exchange Traded Equities 8%, Cash & Cash Equivalents 2%90%
  • Public Funds/Mutual Funds90%
  • Exchange Traded Equities8%
  • Cash & Cash Equivalents2%

Contacts

3 of 3
  • Stephen Burton

    Stephen Burton

    Managing MemberCRD 6595526

  • Eduardo De La Rosa

    Managing MemberCRD 3149620

  • Joseph Harris

    Investment Advisor RepresentativeCRD 8228249

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth