# SACHS INVESTMENT GROUP, LLC

SACHS INVESTMENT GROUP, LLC of LOUISVILLE, KY is an SEC-registered investment adviser.

## Registration

- CRD: 150377
- Type: SEC-registered investment adviser
- SEC file number: 801-70230
- Location: 1346 S. THIRD STREET, LOUISVILLE, KY, 40208
- Phone: 502-637-1949
- Latest filing: 2012-06-19
- Regulatory AUM: $65.4M
- Discretionary AUM: $63.2M
- Non-discretionary AUM: $2.2M
- Clients: 6
- Accounts: 211

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| SACHS MORTON HART | MANAGING MEMBER; MEMBER; OWNER | — |
| DOBBINS JENNIFER ELLEN | CHIEF COMPLIANCE OFFICER | — |
| CASE GERALD THOMAS | MANAGING MEMBER; MANAGING PARTNER | — |
| BUCHHEIT JAMES E | GENERAL PARTNER | — |
| MCGRATH RONALD EDWARD | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER | — |
| BROWNING MICHAEL SCOTT | GENERAL PARTNER; MEMBER | — |
| BUCHHEIT JAMES EDWARD | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150377/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150377/similar
- Related entities: https://search.stillhousedata.com/firm/150377/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150377

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.