RIA Intel›Advisers›Kentucky›LACH FINANCIAL, LLC

LACH FINANCIAL, LLC

Advisory

LOUISVILLE, KY

Data as of Mar 24, 2026 · Source: SEC Form ADV

Average account
$214K
across 129 accounts
AUM per adviser
$28M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM
$28M
Discretionary %
100%
Clients
39
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$28M
Discretionary AUM$28M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients39
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InKY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in KY

Closest by assets under management. All figures from Form ADV.

MICHAEL GERARD BUCK
CRESTWOOD, KY
$28M
TKM FINANCIAL SERVICES, LLC
LOUISVILLE, KY
$28M
IPWM, LLC
LOUISVILLE, KY
$29M
MID CENTRAL FINANCIAL ADVISORS, INC.
COVINGTON, KY
$30M
STITH FINANCIAL PLANNING, LLC
BRANDENBURG, KY
$30M
GEISER WEALTH PLANNING, LLC
$24M

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