H. L. Lichstrahl & Company, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$78,047,328
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
27
52% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
27
TypicalAverage account size
$2,890,642
About
H. L. Lichstrahl & Company, LLC is a registered investment adviser providing discretionary portfolio management to individuals, high-net-worth clients, associated trusts, and IRAs, and—unusually for firms of similar size—also serves pension and profit-sharing plans and other institutional clients. The firm reports approximately $82 million in discretionary assets under management across 27 client accounts.
The firm follows a focused, long-term value investing approach driven by fundamental research, concentrating primarily on equity securities and selected fixed-income instruments while occasionally using warrants, options, and mutual funds; it may hold significant cash when suitable value opportunities are not found. The managing member conducts the investment research, seeks low-turnover portfolios tailored to client income needs or philosophical restrictions, and the firm does not provide standalone financial planning.
Distinctive operational features include the use of prime-broker arrangements to source non-exchange securities such as municipal bonds—subject to account approval and minimums—and a written Code of Ethics under which the firm and its personnel may invest alongside clients. The firm routinely votes proxies on clients’ behalf, does not accept performance-based fees, and limits its services to investment management rather than broader financial planning.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Fee options
$0 - $1,000,000: 1.25% of assets under management $1,000,001 - $2,000,000: 0.75% of assets under management $2,000,001+: 0.5% of assets under management
Account minimum: $110,000
Main office location
H. L. Lichstrahl & Company, LLC
1901 N. Fort Myer Drive, Suite 417
Arlington VA 22209, United States
Number of offices
1
Most active in
H. L. Lichstrahl & Company, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · New York · Virginia
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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