BUELL INVESTMENT ADVISORS

Overview

Buell Investment Advisors is a small, client-focused advisory firm that serves individual and family clients and small businesses. The firm emphasizes financial planning and portfolio management rather than institutional mandates. Its investment approach leans heavily on pooled public funds—primarily mutual funds—supplemented by targeted allocations to alternative strategies in real estate, commodities and oil & gas. Buell appears to operate largely in a non-discretionary capacity, retaining direct client involvement in investment decisions while providing model and managed solutions where appropriate. Fee arrangements are flexible: the firm uses a mix of percentage-of-AUM fees, hourly charges and fixed fees, which supports a range of client relationships from ongoing asset management to project-based planning. Buell is affiliated with a broker-dealer and is not positioned as a multi-state or pension consultant adviser. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices