Strickler Investment Services, LLC

RIASEC RegisteredEst. 2026

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
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 registered investment adviser organized as an LLC and listed with an SEC registration year of 2026. The firm is owned by an individual and functions as a capital allocator for both individual/family clients and institutional investors. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, and the selection of external advisers. The firm also conducts business activities as an insurance broker and an accountant. Compensation arrangements include a mix of percentage-of-AUM fees, hourly charges, and fixed fees. Strickler is not positioned as an ESG-active manager, and it is not identified as a multi-state adviser or a pension consultant.