AECH Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
AECH Financial is a state-registered investment adviser founded in 2025 that provides discretionary portfolio management to individuals, trusts, estates, corporations, and serves ERISA plan sponsors under 3(21) arrangements. The firm reports managing about $24 million across roughly 82 client relationships and performs ongoing portfolio monitoring and trade execution under a limited power of attorney.
The firm’s investment process blends quantitative, fundamental, technical, cyclical, and economic analysis and employs both long- and short-term trading alongside strategic asset allocation to align portfolios with client objectives. AECH may assign model portfolios available through the Altruist Model Marketplace and conducts at least quarterly reviews to evaluate model effectiveness and account suitability.
While the brochure describes investment management as fee-based, the principal is also a licensed insurance agent who may offer commissionable insurance products outside the advisory fee arrangement, a disclosed potential conflict of interest, and the firm maintains written solicitor/referral agreements with third parties. The combination of ERISA 3(21) plan services, participation in an affiliated model marketplace, and active referral arrangements is less common for a solo independent adviser.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% annually $1,000,001 - $5,000,000: 1.00% annually $5,000,001+: Negotiable
Fee-only: AECH Financial is a fee-only investment management firm; no commissions are accepted.
Main office
Fenton MO
Advisors at this office
1
Most active in
Illinois · Missouri · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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