Koehler Asset Management

Overview

Koehler Asset Management is organized as a limited liability company and is registered with the SEC in 2026 as a newly formed adviser. The firm is owned by an individual and is described as a capital allocator. Its stated advisory capabilities include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements listed combine a percentage-of-AUM model with the option of hourly charges. The firm does not identify as an active ESG investor and is not flagged as a multistate adviser. Notably, the firm's profile indicates pension consulting in its advisory activities while a separate regulatory flag shows it is not designated as a pension consultant; that suggests the firm may provide pension-related advice without holding the specific pension-consultant designation. The selection-of-other-advisers capability points toward use of subadvisers or third-party managers as part of its service offering.

Assets & Accounts