Schenkelberg Investments, LLC

Overview

Schenkelberg Investments, LLC is an independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm manages a modest asset base and appears to run a client-centric advisory model that combines financial planning, discretionary portfolio management and periodic written market commentary. Fee arrangements include percentage-of-assets, hourly and fixed-fee engagements, which signals flexibility to work with both ongoing portfolio relationships and discrete planning or project-based assignments. Investment positioning emphasizes public funds and mutual funds as the core building blocks of client portfolios, supported by fixed income and select alternative allocations. The firm is not positioned as an ESG-focused manager and is not registered as a multi-state adviser, suggesting a regional or single-office client footprint and a conventional approach to manager selection rather than a thematic or impact-first strategy.

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Investments & Alternatives

Location & Offices