Strubel Investment Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$55,182,000
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
70
16% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
70
Average account size
$788,314
About
The firm primarily serves individual investors through discretionary portfolio management and also offers hourly consultative advisory services. According to its brochure, it manages approximately $52.1 million in discretionary accounts and acts as plan advisor for about $3.07 million in three non-discretionary 401(k) retirement plan accounts.
Investment strategies are customized to client needs and combine low-cost index ETFs, index funds, individual stocks, bonds, and REIT exposure. The firm offers a concentrated Individual Stock Portfolio of 40–60 holdings that follows a value-and-growth approach using fundamental research (SEC filings, third‑party reports, media, and meetings with company management).
What is atypical for a small, fee-only independent adviser is its acceptance of corporate/business clients, charitable organizations, and retirement plan clients — client types that are uncommon among peers. The firm’s principal also operates a financial-data subscription software service and emphasizes hands-on fundamental research for stock selection, which distinguishes its capability set relative to many solo advisers.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Real estate investing
Fee options
1.00% annually
$150 per hour, negotiable
Fee-only: Fee-only investment advisor
Main office location
Strubel Investment Management, LLC
1853 William Penn Way, Executive Offices Suite 1
Lancaster PA 17601, United States
Number of offices
1
Most active in
Strubel Investment Management, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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