Storehouse Investments LLC

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Client assets under management

$30,823,471

Clients

170

2% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$181,315

About

Storehouse Investments is a small, supported advisory firm (two advisors, about $34.9 million in AUM) that serves individual clients — including high-net-worth households — as well as retirement plans and charitable or business entities. It offers discretionary asset management, financial planning and consulting, ERISA plan services, and management of annuity and variable life contract investments.

The firm generally constructs portfolios and investment programs to match each client’s goals, time horizon, and risk tolerance, using fundamental analysis and periodic account reviews; custodial and execution services are routed through a single institutional custodian. Storehouse also provides educational seminars and workshops and prepares financial plans and consulting engagements on a client-by-client basis.

What is distinctive is the firm’s combination of services and affiliations: principals maintain independent insurance and tax-preparation practices, and the firm directly manages variable and fixed-indexed annuity and variable life contracts and can serve as either a 3(21) or 3(38) ERISA fiduciary for retirement plans. These affiliations mean advisors may receive separate insurance or tax-related compensation (disclosed in the brochure) and the firm supplements advisory work with public educational events.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Occupation focus

Founder/Business Owner

Fee options

Fixed

Financial planning flat fees between $500 and $5,000

Percentage

$0 - $1,000,000: 1.0% annually $1,000,000 - $2,000,000: 0.80% annually $2,000,000 - $5,000,000: 0.60% annually $5,000,000+: 0.50% annually

Commissions

Separate compensation from insurance sales commissions received by affiliated persons

Project-based

Financial consulting at $100 per hour

Other

Account minimum: $10,000 Fee-only: Flat fee for financial planning between $500 and $5,000; hourly fee for financial consulting at $100/hour

Main office location

Storehouse Investments LLC

3021 Wilmington Rd

New Castle PA 16105, United States

Number of offices

Most active in

Ohio · Pennsylvania

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 724-202-6900

Advisors at this firm

Simonae L

Series 66

New Castle, PA

Storehouse Investments LLC

Simonae Lyles is a financial advisor with Storehouse Investments LLC, holding a Series 66 designation and bringing 16 years of industry experience. She has worked at Storehouse Investments since 2019 and has prior experience at Williams-Cleaveland Financial and related firms. Outside of advising, she serves on the boards of the YMCA in New Castle and the Lawrence Community Foundation, and is a part-time instructor at Slippery Rock University. Storehouse Investments provides discretionary investment management and financial planning to individuals, retirement plans, charitable organizations, and business entities. The firm delivers tailored advice using fundamental analysis and offers additional services including ERISA plan management, tax preparation, insurance, and financial education through seminars and workshops.

Founder/Business Owner

Robert L

Series 63, Series 66

New Castle, PA

Storehouse Investments LLC

Robert Lyles is a financial advisor at Storehouse Investments LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including PNC Investments and Williams Cleaveland Company. Outside of his advisory work, Lyles serves as a school director for the New Castle Area School District and is the secretary for the City of New Castle municipal government. He is also a volunteer with the Lawrence County Sports Hall of Fame and currently teaches in the Farrell Area School District. Storehouse Investments LLC provides discretionary investment management and financial planning to individuals, retirement plans, charitable organizations, and businesses. The firm offers ongoing portfolio management, financial planning, and ERISA plan services, combining investment advisory with insurance, tax preparation, and educational seminars.

Founder/Business Owner

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