Investment adviser · CRD 340322
KOEHLER ASSET MANAGEMENT
Investment adviser filing (IA)
KOEHLER ASSET MANAGEMENT, LLC
BABYLON, NY, United States · Form ADV filed Sep 21, 2026
- Regulatory AUM
- $111M Form ADV · Item 5.F
- Client accounts
- 191 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 191 | $110,995,000 | 100.0% |
Filing source
Form ADV 2132320 · Sep 21, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 21, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
400 W. MAIN STREET, SUITE 160BABYLON, NY, 11702, United States
CRD 340322
Filing source
Form ADV 2132320 · Sep 21, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.