Strickler Investment Services, LLC

Overview

Strickler Investment Services, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2026. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, and selection of third-party advisers. It operates as a capital allocator, combining traditional advisory work with non-advisory business functions — notably insurance brokerage and accounting services — and charges clients via AUM-based fees, hourly billing, and fixed fees. The firm does not position itself as an ESG-focused manager. Its advisory scope includes identifying and allocating to external managers, which aligns with its capital allocator role and selection-of-advisers activity.

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Investments & Alternatives

Location & Offices