Drach Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,314,799
Clients
39
28% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
39
HighAverage account size
$520,892
About
Drach Advisors LLC is a small independent registered investment adviser managing about $21.1 million for 39 clients. Its brochure describes portfolio management and advisory services for individual clients and also notes work with corporate/business and charitable organization clients.
The firm provides portfolio management and financial advisory services, and its brochure describes separately managed account strategies that may employ derivatives as part of implementation. The brochure also presents and publicizes historical performance results, making return information available to prospective and current clients.
Using derivatives in separately managed accounts and publishing performance results are both uncommon among independent single-advisor firms and distinguish Drach Advisors from many peers. The brochure also discloses a disciplinary event in Item 9, a material disclosure the firm documents for client review.
Client services
Financial planning
Portfolio management
Main office location
Drach Advisors LLC
Blue Hill ME, United States
Number of offices
1
Most active in
Drach Advisors LLC has reported serving >5 clients in these states in the last 12 months.
California · Florida · Illinois · Louisiana · Maine · Texas
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.
Forms ADV
Quick links
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