Koehler Asset Management, LLC

EST. AUM
$110,995,000

CONTACTS

CLIENT ACCOUNTS
191

Firm Details

Metro area New York City
CRD Number 340322
Website koehlerassetmanagement.com
Client types

Overview

Koehler Asset Management, LLC is a SEC-registered investment adviser (CRD #340322) that became effective in March 2026, indicating it is a newly established advisory firm operating under U.S. regulatory oversight. The firm provides investment advisory services under the Investment Advisers Act of 1940, with registration enabling it to offer discretionary and non-discretionary portfolio management to clients across multiple U.S. jurisdictions including Florida, New York, New Jersey, and Pennsylvania. As a recently registered adviser, publicly available information on detailed investment strategy, sector focus, and assets under management is limited, which is typical for early-stage RIAs whose disclosures are primarily contained within Form ADV filings rather than marketing materials.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Koehler Asset Management, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company