RIA Intel›Advisers›Idaho›MCLACHLAN INVESTMENT SERVICES LLC

MCLACHLAN INVESTMENT SERVICES LLC

Advisory

Data as of Aug 26, 2026 · Source: SEC Form ADV

Average account

$400K

across 12 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 26, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$4M

Non-Discretionary AUM$700K

Discretionary %85.4%

Total Clients12

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndSeptember

Operates InID

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

12 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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

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DELTA FINANCIAL ADVISORY LLC

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