A complete list of active advisors currently associated with Schenkelberg Investments, LLC

Warmer can help you find a great advisor at Schenkelberg Investments, LLC or one who fits your needs even better.

Schenkelberg Investments advises individuals, high‑net‑worth clients, and fiduciary entities including trusts, estates, and charitable organizations, managing about $59.5 million across roughly 96 client relationships. The firm provides discretionary asset management through separately managed accounts and participates as a money manager on sponsored third‑party platforms, and it also offers financial planning and occasional impersonal newsletters. The firm’s investment process is model‑driven and uses a core‑and‑satellite approach with named strategies — Opportunistic Diversified, Opportunistic Diversified Income, and Opportunistic Diversified Tax Aware — combining fundamental analysis and charting. The brochure discloses use of short‑sales and option writing (noting short sales require a margin account), indicating the adviser may employ margin or borrowing within separately managed accounts when appropriate. Distinctive features include the solo‑advisor structure that nonetheless serves institutional‑type clients and acts as a sub‑advisor on external platforms, a mix that is less common among independent single‑advisor firms. The firm also emphasizes tax‑aware and income‑focused model options and distributes periodic educational newsletters to clients and prospects.

To learn more about the advisors currently working at Schenkelberg Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.