Ahl Investment Management, Inc.
CRD 120593SEC# 801-121430Winter Park, FL
No longer SEC-registered. Ahl Investment Management, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$200M
Employees
3
Accounts
346
Location
Winter Park, FL
Ahl Investment Management, Inc. assets under management
Ahl Investment Management, Inc. is an investment advisory firm registered with the SEC based in Winter Park, FL. It reports $200 million in regulatory assets under management and employs 3 people.
Ahl Investment Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard A Ahl Control | President, Director, Shareholder | 25-50% | 1999 |
| Robert William Coleman Control | Chief Compliance Officer, Vice President, Shareholder | 10-25% | 2023 |
| Wendy Weller Ahl Control | Shareholder | 25-50% | 1999 |
Frequently asked questions
How much does Ahl Investment Management, Inc. manage?
Ahl Investment Management, Inc. reports $200 million in regulatory assets under management on its Form ADV.
How many employees does Ahl Investment Management, Inc. have?
Ahl Investment Management, Inc. reports 3 employees.
Where is Ahl Investment Management, Inc. located?
Ahl Investment Management, Inc. is based in Winter Park, FL.
Does Ahl Investment Management, Inc. disclose fund performance?
Ahl Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 427 S. New York Ave, Suite 202, Winter Park, FL 32789 |
| Office hours | 8:30a.m.-5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$200MNo change
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$200Mregulatory AUM
Discretionary $200M