# Storehouse Investments LLC

> Storehouse Investments LLC is a state-registered investment advisory firm in New Castle, PA, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 304610
- Filed as: STOREHOUSE INVESTMENTS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New Castle, PA
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304610
- AdvisorCensus page: https://advisorcensus.com/firm/storehouse-investments-llc-new-castle-pa-304610

## Quick answers

**How is Storehouse Investments LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Storehouse Investments LLC 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 Storehouse Investments LLC located?**
Storehouse Investments LLC's principal office is in New Castle, PA, according to its Form ADV.

**Is Storehouse Investments LLC registered with the SEC or a state?**
Storehouse Investments LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304610.

**How much does Storehouse Investments LLC manage?**
Storehouse Investments LLC reports $34,903,334 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (91% discretionary).

**What types of clients does Storehouse Investments LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (167); high net worth individuals (3); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Does Storehouse Investments 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/304610

## 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: $34,903,334
- Discretionary: $31,844,293
- Non-discretionary: $3,059,041

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 167 | $24,259,935 |
| High net worth individuals | 3 | $6,563,536 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $3,059,041 |
| Charitable organizations | 1 | $1,020,822 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- storehouseinvestments.net
- LinkedIn @robert-lyles-53359a149

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Storehouse Investments LLC (CRD 304610): Form ADV filing data as of October 2026.