Rauch Advisory LLC

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