Koenig Investment Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Koenig Investment Advisory, LLC provides discretionary portfolio management and comprehensive financial planning to individuals (including high‑net‑worth clients), trusts, estates, pension and profit‑sharing plans, charitable organizations, and small business owners. As of January 2026 the firm managed approximately $258 million for roughly 293 client accounts and typically requires clients to custody assets with an independent qualified custodian.
The firm uses a strategic asset allocation, core‑and‑satellite approach that emphasizes no‑load or low‑load mutual funds and ETFs supplemented by individual securities and bonds where appropriate, and conducts account reviews at least quarterly. Koenig generally manages accounts on a discretionary basis, coordinates with third‑party professionals for tax and estate matters, and supports employer retirement arrangements such as SEP, SIMPLE, and 401(k) plans while working with plan administrators as needed.
Koenig issues periodic economic commentary, special reports, charts and newsletters to clients at no separate charge, a practice the brochure highlights and that is uncommon among peers. The firm also discloses operational features that are more specific than typical, including the use of standing letters of authorization consistent with SEC guidance and an explicit discussion of artificial‑intelligence and machine‑learning risks in service providers.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000+: 0.50%
Account minimum: $250,000 Fee-only: Firm is a fee-only advisor; no commissions or transaction-based fees received.
Main office
739 N Main Street
Ashland OR 97520
Advisors at this office
3
Most active in
Arizona · California · Colorado · Idaho · Nebraska · Oregon · Texas · Washington
Also doing business as
Condor Wealth Management, LLC · Koenig Investment Advisory, LLC
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.
Quick links
Advisors at this firm
Lorrie Anne M
CFP®, Series 66
Ashland, OR
Koenig Investment Advisory, LLC
Lorrie Anne Miller is a CFP® professional with 18 years of industry experience, currently serving at Koenig Investment Advisory, LLC. She has worked at Condor Wealth Management, LLC and MyLaunch, LLC during her career. Koenig Investment Advisory, LLC provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small business owners. The firm employs a strategic asset allocation, core-and-satellite approach using mutual funds, ETFs, individual securities, and bonds, and manages approximately $258 million across about 293 client accounts.
Hugo S
CFP®, Series 66
Ashland, OR
Koenig Investment Advisory, LLC
Hugo Sanchez II is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Koenig Investment Advisory, LLC since 2021 and has prior experience at firms including Edward Jones and Cutler Investment Counsel, LLC. Koenig Investment Advisory, LLC provides discretionary portfolio management and comprehensive financial planning to a diverse client base including individuals, trusts, estates, pension plans, charitable organizations, and small business owners. The firm employs a strategic asset allocation and core-and-satellite investment approach, managing approximately $258 million across nearly 300 client accounts as of January 2026.
Jeffrey M
CFP®, Series 63, Series 65
Ashland, OR
Koenig Investment Advisory, LLC
Jeffrey Mccullough is a CFP® with 17 years of industry experience, currently serving at Koenig Investment Advisory, LLC since 2014. His prior roles include positions at MyLaunch, LLC and Condor Wealth Management, LLC. Koenig Investment Advisory, LLC provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small business owners. The firm employs a strategic asset allocation, core-and-satellite approach with no-load or low-load mutual funds and ETFs, supplemented by individual securities and bonds, and conducts quarterly account reviews.
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