{
  "crd_number": 332778,
  "slug": "strickler-investment-services-llc-brighton-mi-332778",
  "primary_business_name": "STRICKLER INVESTMENT SERVICES, LLC",
  "legal_name": "STRICKLER INVESTMENT SERVICES, LLC",
  "dbas": [
    "STRICKLER FINANCIAL GROUP"
  ],
  "city": "Brighton",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "19820",
  "metro": {
    "cbsa_code": "19820",
    "common_name": "Detroit",
    "msa_name": "Detroit-Warren-Dearborn, MI",
    "path": "/advisors/mi/detroit"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-03-06",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-27",
  "carried_forward": false,
  "raum_total": 107259633.0,
  "raum_discretionary": 107259633.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 9,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 67056195.0,
      "count": 259
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 2017734.0,
      "count": 3,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 37977970.0,
      "count": 18
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 207734.0,
      "count": 2
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MI",
    "TX"
  ],
  "websites": [
    "https://facebook.com/StricklerFinancialGroup",
    "https://linkedin.com/company/strickler-financial-group",
    "https://stricklerfinancial.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332778",
  "city_as_filed": "BRIGHTON",
  "url": "https://advisorcensus.com/firm/strickler-investment-services-llc-brighton-mi-332778",
  "display_name": "Strickler Investment Services, LLC",
  "summary": "Strickler Investment Services, LLC is an SEC-registered investment advisory firm in Brighton, MI, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 27, 2026.",
  "citation": "AdvisorCensus. Strickler Investment Services, LLC (CRD 332778): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Strickler Investment Services, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Strickler Investment Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Strickler Investment Services, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated February 5, 2026 states: Hourly rate: $250 an hour (financial planning agreement termination and earned portion of the fee). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Strickler Investment Services, LLC located?",
      "a": "Strickler Investment Services, LLC's principal office is in Brighton, MI, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Strickler Investment Services, LLC registered with the SEC or a state?",
      "a": "Strickler Investment Services, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 332778."
    },
    {
      "q": "How much does Strickler Investment Services, LLC manage?",
      "a": "Strickler Investment Services, LLC reports $107,259,633 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Strickler Investment Services, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (259); high net worth individuals (18); pension and profit sharing plans (but not the plan participants or government pension plans) (3)."
    },
    {
      "q": "Which custodians does Strickler Investment Services, LLC use?",
      "a": "Strickler Investment Services, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Strickler Investment Services, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332778"
    },
    {
      "q": "Does Strickler Investment Services, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 5, 2026 says: \"We impose a $250,000 minimum account value to initiate our Firm’s advisory and money management services, however, this may be waived as deemed appropriate by the Firm.\""
    },
    {
      "q": "What changed in Strickler Investment Services, LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Added an office in Utica, MI."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Added an office in Utica, MI."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 5, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 an hour (financial planning agreement termination and earned portion of the fee)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "We impose a $250,000 minimum account value to initiate our Firm’s advisory and money management services, however, this may be waived as deemed appropriate by the Firm."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (financial planning agreement termination and earned portion of the fee)"
        ],
        "quotes": [
          "The hourly rate used for this purpose is $250/hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 250000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning agreement termination and earned portion of the fee"
        }
      ]
    },
    "quotes": [
      "We impose a $250,000 minimum account value to initiate our Firm’s advisory and money management services, however, this may be waived as deemed appropriate by the Firm.",
      "The hourly rate used for this purpose is $250/hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/strickler-investment-services-llc-brighton-mi-332778.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 259,
      "fewer_than_5": false,
      "raum": 67056195.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 18,
      "fewer_than_5": false,
      "raum": 37977970.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 3,
      "fewer_than_5": true,
      "raum": 2017734.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": false,
      "raum": 207734.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332778",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}