Koehler Financial, LLC

Overview

Koehler Financial, LLC is organized as a limited liability company and has been SEC-registered since 2000. Public records classify the firm as “Unclassified” and list owner type as a combination of a domestic entity and an individual. Filings indicate the firm does not identify itself as an active ESG investor, is not a multistate adviser, and does not position itself as a capital allocator, pension consultant, or related adviser. The firm’s filings do not specify a documented client segment, fee schedule, or a detailed list of advisory activities. That absence limits insight into target clients, service lines, and explicit investment mandates drawn from the source material.

Assets & Accounts

Investments & Alternatives

Location & Offices