Strickler Investment Services, LLC

RIASEC & State Registered

Total AUM

$107M

Discretionary

$107M

100% of AUM

Avg account

$160K

Accounts

672

Employees

Advisory reps

Firm details

Headquarters: Brighton, Michigan
CRD number: 332778
Registered since: March 6, 2026
Website: stricklerfinancial.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals62.52%
HNWI35.41%
Pension & Profit Sharing Plans1.88%
Corporations / Businesses0.19%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Strickler Investment Services, LLC is an independent, owner-operated RIA organized as an LLC that is SEC-registered (registered in 2026). The firm serves both individual/family and institutional clients and operates as a capital allocator, often selecting outside managers on behalf of clients. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed fees. The firm also provides insurance brokerage and accounting services alongside its advisory practice. Strickler is not an active ESG investor and does not operate as a multistate adviser.