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DREHER INVESTMENT SERVICES, INC.

SAN ANGELO, TX · CRD 114196 · IAPD ↗ · dreherinvestmentservices.com · 325-486-8600

$272.0MRegulatory AUM
5Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
July 2025 — DREHER INVESTMENT SERVICES, INC. (SAN ANGELO, TX) left the SEC roster (was $272.0M RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.