STRICKLER INVESTMENT SERVICES, LLC

Overview

Strickler Investment Services, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional clients and describes itself as a capital allocator—meaning it builds portfolios that include third‑party alternative managers in addition to traditional funds. Advisory services focus on financial planning, portfolio management for individuals and small businesses, and selecting other advisers. Fee arrangements combine percentage of AUM with hourly and fixed‑fee options. The firm also operates as an insurance broker and provides accounting services, which it uses to integrate insurance and annuity solutions into client plans. Strickler is not positioned as an ESG investor and, per its filing, is not a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices