Koehler Asset Management

Overview

Koehler Asset Management is an independent, LLC-structured registered investment adviser that serves individual and family clients. The firm is identified as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection-of-other-advisers work. Compensation comes primarily from a percentage-of-AUM fee schedule with the ability to bill on an hourly basis. The firm does not describe itself as an active ESG investor, is not a multi-state adviser, and does not report being a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives