Evenkiehl, LLC

Overview

Evenkiehl, LLC is a small independent registered investment adviser structured as an LLC that focuses on tailored portfolio management and financial planning for individuals, families and small businesses, with some institutional relationships. The firm charges a mix of percentage-of-AUM and fixed fees and delivers discretionary portfolio management across client accounts. Investment activity is heavily equity-oriented: the advisory book shows a strong preference for exchange-traded equities, executed at the account level through separately managed account (SMA) relationships and brokerage custodial accounts. Given the firm’s scale and account mix, client work appears to emphasize customized equity sleeves and straightforward planning-driven asset allocation rather than large-scale institutional solutions. Evenkiehl’s advisory mandate centers on direct equity exposure supplemented by liquid pooled products. The adviser’s setup—single-office operation, full discretionary authority over reported assets and work with a handful of clients—suggests hands-on portfolio construction and ongoing rebalancing rather than passive model overlay across thousands of households.

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Public Holdings

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Location & Offices