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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-20-2006
- Office Locations
- 1
Office Locations
About Drach Advisors LLC
Drach Advisors is an independent RIA providing disciplined wealth management and investment advice for individuals, small businesses, and institutions. The firm specializes in value-oriented equity strategies focused on high-quality companies, grounded in decades of research and monitored as markets change. Serves IRAs, trusts, pensions, nonprofits, and corporate accounts; custody available via Charles Schwab. Publishes quarterly market commentary (latest Oct 2025).
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Owner & Executives
ROBERT BRADLEY GEORGE DRACH
Managing Member
- CRD
- #5148484
- Ownership
- 75% or more
Hayley Elizabeth Simon
--
- CRD
- --
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,073,891 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,073,891 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,073,891
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,466,314,074 | 17.6% |
| Cash | $3,432,507,946 | 41.2% |
| Public Funds | $3,432,507,947 | 41.2% |
| Total | $8,331,329,967 | 100.0% |