# Strickler Investment Services, LLC

> 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.

- CRD: 332778
- Filed as: STRICKLER INVESTMENT SERVICES, LLC
- Also doing business as: STRICKLER FINANCIAL GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Brighton, MI
- Filing period: October 2026
- Form ADV filing dated: August 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332778
- AdvisorCensus page: https://advisorcensus.com/firm/strickler-investment-services-llc-brighton-mi-332778

## Quick answers

**How is Strickler Investment Services, LLC compensated?**
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).

**How much does Strickler Investment Services, LLC charge?**
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.

**Where is Strickler Investment Services, LLC located?**
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).

**Is Strickler Investment Services, LLC registered with the SEC or a state?**
Strickler Investment Services, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 332778.

**How much does Strickler Investment Services, LLC manage?**
Strickler Investment Services, LLC reports $107,259,633 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (100% discretionary).

**What types of clients does Strickler Investment Services, LLC serve?**
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).

**Which custodians does Strickler Investment Services, LLC use?**
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.

**Does Strickler Investment Services, LLC report any disciplinary disclosures?**
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

**Does Strickler Investment Services, LLC state an account minimum?**
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."

**What changed in Strickler Investment Services, LLC's recent Form ADV filings?**
In the September 2026 filing data: Added an office in Utica, MI.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 5, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> 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.

- Hourly rate: $250 an hour (financial planning agreement termination and earned portion of the fee)

> The hourly rate used for this purpose is $250/hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $107,259,633
- Discretionary: $107,259,633
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 259 | $67,056,195 |
| High net worth individuals | 18 | $37,977,970 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $2,017,734 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | 2 | $207,734 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 9 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, MI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Livonia, MI
- Utica, MI

### Websites listed on Form ADV (Item 1.I)
- stricklerfinancial.com
- Facebook @StricklerFinancialGroup
- LinkedIn @strickler-financial-group

## Changes in the filing (last 12 months)

### September 2026
- Added an office in Utica, MI.

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strickler Investment Services, LLC (CRD 332778): Form ADV filing data as of October 2026.