Koenig Investment Advisory, LLC
● SEC registered since 2020CRD 311422SEC# 801-119834Ashland, OR
Reg. AUM
$258.2M
Employees
3
Accounts
599
Location
Ashland, OR
Koenig Investment Advisory, LLC assets under management
Koenig Investment Advisory, LLC operates as an SEC-registered investment adviser based in Ashland, OR. The firm has been registered since 2020. It reports $258.2 million in regulatory assets under management and employs 3 people.
Koenig Investment Advisory, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey L McCullough Control | Principal; Investment Advisor Representative | Over 75% | 2020 |
| Lorrie Anne Miller | Investment Advisor Representative; Chief Compliance Officer | Under 5% | 2020 |
Frequently asked questions
How much does Koenig Investment Advisory, LLC manage?
Koenig Investment Advisory, LLC reports $258.2 million in regulatory assets under management on its Form ADV.
How many employees does Koenig Investment Advisory, LLC have?
Koenig Investment Advisory, LLC reports 3 employees.
Where is Koenig Investment Advisory, LLC located?
Koenig Investment Advisory, LLC is based in Ashland, OR and has been SEC-registered since 2020.
Does Koenig Investment Advisory, LLC disclose fund performance?
Koenig Investment Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 739 N Main Street, Ashland, OR 97520 |
| Phone | 541-608-0551 |
| Fax | 541-608-0423 |
| Office hours | 6:30 a.m. - 3:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$258.2M▲ 7%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$258.2Mregulatory AUM
Discretionary $258.2M