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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

RACHOR INVESTMENT ADVISORY SERVICES, LLC

CRD 105495

LINDEN, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:324d06eb-20f0-5d25-8d81-aaa2f9fdf7de

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Apr 2, 2012 to Mar 17, 2026
34 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $238MItem 5.F on the latest filing (2026-03-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $238M
Private client RAUM: $229MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $59.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 16
Advisory employees: 14
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,043
Individual clients: 358
High net worth clients: 132
Custody, client assets: $40.9M
SEC number: 801-24721
CIK: 2008792
CRD: 105495
Filings on the tape: 34
First filed: Apr 2, 2012
Latest filed: Mar 17, 2026
Organised: Limited Liability Company, MI
Website: rias.net

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TOD GERALD FISHER	Certified Financial Planner	LINDEN, MI	10	19	n/a	no
Patricia Anne Walton	Certified Financial Planner	LINDEN, MI	10	17	n/a	no
Kristine Marie Sherwood	Chartered Financial Consultant	LINDEN, MI	7	17	n/a	no
Bethany J Yerk	Chartered Financial Consultant	LINDEN, MI	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FISHER, TOD, GERALD	SOLE SHAREHOLDER OF PARENT CORPORATION	E	yes	03/2019	Sep 27, 2017	Oct 30, 2024
FISHER, TOD, GERALD	DIRECTOR (OF MANAGING MEMBER)	Na	yes	05/2010	Sep 27, 2017	Oct 30, 2024
RIAS HOLDING COMPANY INCORPORATED	MANAGING MEMBER (SOLE MEMBER)	E	yes	07/2008	Apr 2, 2012	Oct 30, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
TOD GERALD FISHER	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 14 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 17, 2026	$238M	$238M	16	14	0	n/a	n/a
2024	Feb 28, 2025	$206M	$206M	16	14	0	n/a	n/a
2023	Feb 22, 2024	$186M	$186M	16	14	0	n/a	n/a
2022	Mar 14, 2023	$186M	$186M	15	13	0	n/a	n/a
2021	Mar 23, 2022	$230M	$230M	16	14	0	n/a	n/a
2020	Mar 25, 2021	$194M	$192M	15	13	0	n/a	n/a
2019	Mar 24, 2020	$166M	$163M	14	12	0	n/a	n/a
2018	May 1, 2019	$140M	$140M	14	12	0	n/a	n/a
2017	Sep 27, 2017	$141M	$141M	15	13	n/a	n/a	n/a
2016	Sep 23, 2016	$110M	$110M	13	11	n/a	n/a	n/a
2015	Sep 22, 2015	$125M	$125M	13	11	n/a	n/a	n/a
2014	Sep 29, 2014	$121M	$121M	11	10	n/a	n/a	n/a
2013	Sep 30, 2013	$95.9M	$95.9M	13	10	n/a	n/a	n/a
2012	Oct 1, 2012	$92.8M	$92.8M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$238M	$206M	15.8%	$186M	8.6%	16	16	0	0

Relationships

Registered with (4)

← Bethany J YerkAdvisorregistration: current employment
Sep 24, 2025 to presentfactForm ADV
← Kristine Marie SherwoodAdvisorregistration: current employment
Jun 3, 2019 to presentfactForm ADV
← Patricia Anne WaltonAdvisorregistration: current employment
Sep 16, 2016 to presentfactForm ADV
← TOD GERALD FISHERAdvisorregistration: current employment
Nov 9, 2015 to presentfactForm ADV

Controls (2)

← FISHER, TOD, GERALDOwnerSOLE SHAREHOLDER OF PARENT CORPORATION, ownership code E, individual
Sep 27, 2017 to Oct 30, 2024factForm ADV
← RIAS HOLDING COMPANY INCORPORATEDOwnerMANAGING MEMBER (SOLE MEMBER), ownership code E, domestic entity
Apr 2, 2012 to Oct 30, 2024factForm ADV

Dated events

Occurred
Mar 29, 2019
Control person left
Patricia Laurie Torrey (Trustee) no longer on Schedule A of Rachor Investment Advisory Services, Llc (listed 2018-09-26, absent 2019-03-29)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:324d06eb-20f0-5d25-8d81-aaa2f9fdf7de
First observed: Apr 2, 2012
Last observed: Mar 17, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RACHOR INVESTMENT ADVISORY SERVICES, LLC

CRD 105495

LINDEN, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:324d06eb-20f0-5d25-8d81-aaa2f9fdf7de

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:06 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TOD GERALD FISHER

Certified Financial Planner

LINDEN, MI

n/a

Patricia Anne Walton

Certified Financial Planner

LINDEN, MI

n/a

Kristine Marie Sherwood

Chartered Financial Consultant

LINDEN, MI

n/a

Bethany J Yerk

Chartered Financial Consultant

LINDEN, MI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FISHER, TOD, GERALD

SOLE SHAREHOLDER OF PARENT CORPORATION

yes

03/2019

Sep 27, 2017

Oct 30, 2024

FISHER, TOD, GERALD

DIRECTOR (OF MANAGING MEMBER)

yes

05/2010

Sep 27, 2017

Oct 30, 2024

RIAS HOLDING COMPANY INCORPORATED

MANAGING MEMBER (SOLE MEMBER)

yes

07/2008

Apr 2, 2012

Oct 30, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

TOD GERALD FISHER

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 17, 2026

$238M

n/a

2024

Feb 28, 2025

$206M

n/a

2023

Feb 22, 2024

$186M

n/a

2022

Mar 14, 2023

$186M

n/a

2021

Mar 23, 2022

$230M

n/a

2020

Mar 25, 2021

$194M

$192M

n/a

2019

Mar 24, 2020

$166M

$163M

n/a

2018

May 1, 2019

$140M

n/a

2017

Sep 27, 2017

$141M

n/a

2016

Sep 23, 2016

$110M

n/a

2015

Sep 22, 2015

$125M

n/a

2014

Sep 29, 2014

$121M

n/a

2013

Sep 30, 2013

$95.9M

n/a

2012

Oct 1, 2012

$92.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$238M

$206M

15.8%

$186M

8.6%