EHMLI INVESTMENT ADVISORS LLC

Overview

Ehmli Investment Advisors LLC is a small, owner-operated independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm runs a fee model that includes a percentage of assets under management, hourly billing and other fee arrangements, and it does not position itself as a capital allocator. Ehmli tends to construct client portfolios around public pooled products—mutual funds and other public funds—while supplementing core holdings with third‑party alternative fund managers in select areas. The firm is not an active ESG investor and operates under a single-state footprint rather than as a multi‑state adviser. Its business relationships include professional ties with an accountant and an insurance company, which support tax, reporting and risk-transfer needs for clients. Ehmli’s advisory work skews toward discretionary management where engaged, but a notable portion of assets remain managed on a non‑discretionary basis, suggesting many clients retain direct control or direction over parts of their portfolios. Services are centered on tailored financial planning and portfolio oversight for individual and family clients, with support for institutional or small business accounts when appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices