Koenig Investment Advisory, LLC
Koenig Investment Advisory, LLC is an SEC-registered mass-market adviser in Ashland, OR with $258.2M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Koenig Investment Advisory, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311422, SEC 801-119834, data through 2026-02-02.
- AUM (assets under management / regulatory AUM)
- $258.2M (2026-02-02)
- Firm type
- Mass-Market Adviser
- Location
- Ashland, OR
- Employees
- 3
- Clients
- 293
- CRD
- 311422
- Ownership
- MCCULLOUGH, JEFFREY, L; MILLER, LORRIE ANNE
How much AUM does Koenig Investment Advisory, LLC have?
Koenig Investment Advisory, LLC reported $258.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-02).
Who owns Koenig Investment Advisory, LLC?
Disclosed owners and executives of Koenig Investment Advisory, LLC include MCCULLOUGH, JEFFREY, L, MILLER, LORRIE ANNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.