Koehler Financial, LLC

Overview

Koehler Financial, LLC is organized as a limited liability company and is registered with the SEC; its registration year is listed as 2000. Ownership records in the snapshot identify both a domestic entity and an individual as owners. The firm’s regulatory classification in the available data is recorded as "unclassified." The firm is not identified as a capital allocator and does not report being an active ESG investor. The snapshot indicates Koehler Financial is not registered as a multi-state adviser and is not listed as a pension consultant or a related adviser. The firm has provided minimal public detail on its advisory services, fee schedule, client types, or investment approach. Available records do not list assets under management or active client counts, and the firm reports a single office location without a published address. The firm has not supplied further information about its activities or affiliations in the provided dataset.