# Buell Investment Advisors

> Buell Investment Advisors is a state-registered investment advisory firm in Glastonbury, CT, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 8, 2024.

- CRD: 173423
- Filed as: BUELL INVESTMENT ADVISORS
- Legal name: Buell Investment Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Glastonbury, CT
- Filing period: October 2026
- Form ADV filing dated: July 8, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/173423
- AdvisorCensus page: https://advisorcensus.com/firm/buell-investment-advisors-glastonbury-ct-173423

## Quick answers

**How is Buell Investment Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Buell Investment Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Buell Investment Advisors located?**
Buell Investment Advisors' principal office is in Glastonbury, CT, according to its Form ADV.

**Is Buell Investment Advisors registered with the SEC or a state?**
Buell Investment Advisors is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 173423.

**How much does Buell Investment Advisors manage?**
Buell Investment Advisors reports $35,152,939 in regulatory assets under management in its Form ADV filing dated July 8, 2024 (3% discretionary).

**What types of clients does Buell Investment Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (86); individuals (other than high net worth individuals) (20).

**Does Buell Investment Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/173423

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $35,152,939
- Discretionary: $1,065,042
- Non-discretionary: $34,087,897

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $3,843,177 |
| High net worth individuals | 86 | $31,309,762 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Buell Investment Advisors (CRD 173423): Form ADV filing data as of October 2026.