Koehler Asset Management

Overview

Koehler Asset Management is organized as an LLC and operates as an independent registered investment adviser that identifies itself as a capital allocator for individual and family clients. The firm’s advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of external advisers. Its fee model combines an asset-based percentage with the option for hourly billing. Koehler does not characterize itself as an active ESG investor and appears to operate within a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives