Firm profile

STRICKLER INVESTMENT SERVICES, LLC

BRIGHTON, MICRD 332778Latest ADV February 5, 2026

Strickler Investment Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Brighton, MI. Its latest Form ADV filing, dated February 5, 2026, reports $107M in regulatory assets under management, 9 employees, 1 office, and 672 accounts.

Assets Under Management
$107M
Employees
9
Offices
1 office
Total Clients
282
Primary office
BRIGHTON, MI
10299 E. GRAND RIVER RD., SUITE I, BRIGHTON, MI, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCORussell W. Strickler

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 91.8% of total clients.
Top client categories% of clientsClients
1
Individuals
91.8%
259
2
HNWI
6.4%
18
3
Pension Plans
1.1%
3
4
Corporations
0.7%
2
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$107Mas of February 5, 2026
Discretionary100.0%
$107M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$107M
Total Accounts672
10Y AUM Change

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees9
Clients per Employee31:1
10Y Employee Change

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.