# Ehmli Investment Advisors LLC

> Ehmli Investment Advisors LLC is a state-registered investment advisory firm in Dayton, OH, registered since 2005, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 14, 2026.

- CRD: 137273
- Filed as: EHMLI INVESTMENT ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dayton, OH
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/137273
- AdvisorCensus page: https://advisorcensus.com/firm/ehmli-investment-advisors-llc-dayton-oh-137273

## Quick answers

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

**Where is Ehmli Investment Advisors LLC located?**
Ehmli Investment Advisors LLC's principal office is in Dayton, OH, according to its Form ADV.

**Is Ehmli Investment Advisors LLC registered with the SEC or a state?**
Ehmli Investment Advisors LLC is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 137273.

**How much does Ehmli Investment Advisors LLC manage?**
Ehmli Investment Advisors LLC reports $31,195,716 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (61% discretionary).

**What types of clients does Ehmli Investment Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (48); individuals (other than high net worth individuals) (36); charitable organizations (3).

**Does Ehmli Investment Advisors LLC 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/137273

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $31,195,716
- Discretionary: $19,090,000
- Non-discretionary: $12,105,716

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $1,650,914 |
| High net worth individuals | 48 | $29,150,995 |
| Charitable organizations | 3 | $393,807 |

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

### Firm details
- Registered since: 2005 (20 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- 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. Ehmli Investment Advisors LLC (CRD 137273): Form ADV filing data as of October 2026.