LACH FINANCIAL

LACH FINANCIAL of LOUISVILLE, KY is an SEC-registered investment adviser (CRD 157065). Regulatory assets under management: $27.6M.

Registration

• CRD: 157065
• Type: Registered investment adviser
• Location: 3046 BRECKENRIDGE LANE, LOUISVILLE, KY, 40220
• Phone: 502-295-7887
• Latest filing: 2026-03-24
• Regulatory AUM: $27.6M
• Discretionary AUM: $27.6M
• Clients: 1
• Accounts: 129

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 157065 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search