KREHBIEL FINANCIAL LLC

Overview

Krehbiel Financial LLC is an independent registered investment adviser organized as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm is owner-operated and uses a fee model that includes a percentage of assets under management, hourly charges and fixed fees. Investment activity is concentrated in publicly traded pooled vehicles; mutual funds and other public funds make up the bulk of assets under management, and the firm generally manages client portfolios on a discretionary basis where appropriate. Krehbiel Financial does not describe itself as an active ESG investor and is not positioned as a multi-state or pension consultant adviser. Service delivery emphasizes personalized planning and ongoing portfolio oversight rather than large-scale capital allocation or third-party alternative fund sourcing.

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Investments & Alternatives

Location & Offices