$27.6M Total AUM
$27.6M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Wave north
- Established Date
- 07-12-2011
- Office Locations
- 1
Office Locations
3046 Breckinridge Lane Suite 202 Louisville KY
About Lach Financial
Lach Financial is a fee-only RIA providing fiduciary portfolio management and advice grounded in empirical, peer-reviewed academic research. The firm avoids commissions, referral fees, and other conflicts, aiming to deliver objective, product-agnostic guidance. Led by Patrick Lach, PhD, CFA, CFP and a finance professor, it emphasizes continuous research-driven decision-making; custody includes Charles Schwab.
Team overview
45 AVG AGE
$27.6M AVG AUM / ADVISOR
$672.7K AVG AUM / CLIENT
14.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
See the complete signal summary connected to catalyst.
Upgrade to reveal position-level detail across eagle value.
Open the full profile to inspect shifts in catalyst north.
Premium access reveals conviction themes in ember frontier north.
Upgrade to reveal position-level detail across pathway vital.
Open the full profile to inspect shifts in pathway summit.
Unlock to compare peer behavior around fusion signal.
Request access to benchmark trends tied to delta horizon.
Asset Classes
Summit atlas Pioneer Element quantum
Custodian
Frontier
Fund Managers
Capital
Investment Themes
Signal
Investment Vehicles
Focus foundation
Services
North vertex Matrix Harbor legacy Insight Peak unison Vertex prime Fusion
Technology
Zenith
Owner & Executives
PATRICK ADAM LACH
Advisor, FOUNDER, Managing Member
- CRD
- #5906366
- Ownership
- 75% or more
(786) 941-4070
quantum.bridge@glaciercapital.com
in linkedin.com/in/capital-catalyst
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,582,680 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,582,680 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $27,582,680
Public Funds:
55.2% Cash:
44.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $734,922,195 | 55.2% |
| Cash | $596,458,593 | 44.8% |
| Total | $1,331,380,788 | 100.0% |