RIA IntelAdvisersPennsylvaniaSTRUBEL INVESTMENT MANAGEMENT, LLC

STRUBEL INVESTMENT MANAGEMENT, LLC

Advisory

LANCASTER, PA

Data as of Mar 16, 2026 · Source: SEC Form ADV

Rank in PA
#1,023
of 1,528 advisers by AUM
Average account
$246K
across 224 accounts
AUM per adviser
$55M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM
$55M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$55M
Discretionary AUM$52M
Non-Discretionary AUM$3M
Discretionary %94.4%
Total Clients75
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InPA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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