Strickler Investment Services provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Strickler Investment Services reports 282 clients. They include 259 individual clients, 18 high-net-worth individuals, and 3 pension and profit-sharing plans. Of its assets, 100.0% ($107M across 672 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $322M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 92% | 63% |
| High-net-worth individuals | 6% | 35% |
| Banking or thrift institutions | 0% | 0% |
| Pension and profit-sharing plans | 1% | 2% |
| Charitable organizations | 0% | 0% |
| Other client typesState or municipal government entities; Other investment advisers; Insurance companies; Sovereign wealth funds and foreign official institutions; Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 259 | $67.1M | 62.5% | $259K |
| High-net-worth individuals | 18 | $38M | 35.4% | $2.11M |
| Banking or thrift institutions | Fewer than 5 | $0 | 0.0% | — |
| Pension and profit-sharing plans | Fewer than 5 | $2.02M | 1.9% | $673K |
| Charitable organizations | Fewer than 5 | $0 | 0.0% | — |
| State or municipal government entities | Fewer than 5 | $0 | 0.0% | — |
| Other investment advisers | Fewer than 5 | $0 | 0.0% | — |
| Insurance companies | Fewer than 5 | $0 | 0.0% | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 | 0.0% | — |
| Corporations and other businesses | 2 | $208K | 0.2% | $104K |
| Total | 282 | $107M | 100% | — |
- Clients
- 259
- Regulatory AUM
- $67.1M
- AUM share
- 62.5%
- Avg. per client
- $259K
- Clients
- 18
- Regulatory AUM
- $38M
- AUM share
- 35.4%
- Avg. per client
- $2.11M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $2.02M
- AUM share
- 1.9%
- Avg. per client
- $673K
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 2
- Regulatory AUM
- $208K
- AUM share
- 0.2%
- Avg. per client
- $104K
Total
- Clients
- 282
- Regulatory AUM
- $107M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Strickler Investment Services charges up to 1.75% a year for its Investment management fee. The fee is billed in arrears, is negotiable and requires an account of at least $250,000. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Estate planning coordination
- Estate planning documents through Wealth.com carry a separate negotiated flat coordination fee, set in the financial planning agreement.
- Ongoing financial planning
- Subscription-based ongoing planning and coaching at $100 to $600 a month, collected on signing and monthly thereafter.
- Stand-alone financial planning
- Fixed fee of $1,500 to $15,000, 50% due when the agreement is signed; if the client ends the agreement early, billed at $250 an hour for hours spent.
Russell Strickler owns 75% or more of Strickler Investment Services. It has 9 employees, 3 of them in advisory roles.
Leadership
Russell StricklerManaging Member/ CCO
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 9 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- Owns 75% or more of Strickler Investment Services, LLC
Russell Strickler
Control person · since August 2024
Besides its headquarters, Strickler Investment Services has 2 offices, with 3 listed addresses in Michigan.
Michigan · 3 listed addresses
- 10299 E. Grand River RD., Suite I, BrightonHQ
- 17199 N Laurel Park Drive, Livonia
- 7525 Auburn Road, Utica
Other business names
Strickler Investment Services has reported 1 other business name to the SEC.
- Strickler Financial Group
Contact and registration details
- Legal name
- Strickler Investment Services, LLC
- Headquarters
- 10299 E. Grand River RD., Suite I, Brighton, MI 48116
- Website
- stricklerfinancial.com
- Phone
- 517-618-9000
- @strickler-financial-group
- SEC file
- 801-135505
- Structure
- Michigan LLC
- Fiscal year end
- December
Strickler Investment Services uses Fidelity ($107M) as custodian for its separately managed accounts. Strickler Investment Services does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $107M100%
At year end, Strickler Investment Services’ separately managed accounts were mostly in funds (68%) and stocks (29%).
What the accounts hold
- Stocks29%
- Funds68%
- Registered funds67%
- Pooled vehicles1%
- Cash4%
How many clients does Strickler Investment Services have?
Strickler Investment Services has 282 clients and manages $107 million for them, as of August 2026. They include 259 individual clients, 18 high-net-worth individuals, and 3 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 August 2026
What services does Strickler Investment Services offer?
Strickler Investment Services provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Strickler Investment Services charge?
Strickler Investment Services charges up to 1.75% a year for its Investment management fee. The fee is billed in arrears, is negotiable and requires an account of at least $250,000.
Which custodians does Strickler Investment Services use?
Strickler Investment Services’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $107M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 August 2026
How many financial advisors does Strickler Investment Services have?
Strickler Investment Services has 3 investment adviser representatives registered with state securities authorities, out of 9 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Strickler Investment Services invest in?
At the end of its last fiscal year, Strickler Investment Services’ separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 29% exchange-traded equities, 4% cash and equivalents and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Strickler Investment Services have a minimum investment?
Yes, Strickler Investment Services’ minimum account size for its Investment management fee is $250K.
Who owns Strickler Investment Services?
Strickler Investment Services’ direct owner is Russell Strickler (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 August 2026
How does Strickler Investment Services get paid?
Strickler Investment Services is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Strickler Investment Services?
Strickler Investment Services’ main office is at 10299 E. Grand River RD., Suite I, Brighton, MI 48116. Its phone number is 517-618-9000. Its website is stricklerfinancial.com.