Storehouse Investments LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$30,823,471
Clients
170
Advisors
2
of 4 employees
About
Storehouse Investments is a small, supported advisory firm (two advisors, about $34.9 million in AUM) that serves individual clients — including high-net-worth households — as well as retirement plans and charitable or business entities. It offers discretionary asset management, financial planning and consulting, ERISA plan services, and management of annuity and variable life contract investments.
The firm generally constructs portfolios and investment programs to match each client’s goals, time horizon, and risk tolerance, using fundamental analysis and periodic account reviews; custodial and execution services are routed through a single institutional custodian. Storehouse also provides educational seminars and workshops and prepares financial plans and consulting engagements on a client-by-client basis.
What is distinctive is the firm’s combination of services and affiliations: principals maintain independent insurance and tax-preparation practices, and the firm directly manages variable and fixed-indexed annuity and variable life contracts and can serve as either a 3(21) or 3(38) ERISA fiduciary for retirement plans. These affiliations mean advisors may receive separate insurance or tax-related compensation (disclosed in the brochure) and the firm supplements advisory work with public educational events.
Client services
Occupation focus
Fee options
Financial planning flat fees between $500 and $5,000
$0 - $1,000,000: 1.0% annually $1,000,000 - $2,000,000: 0.80% annually $2,000,000 - $5,000,000: 0.60% annually $5,000,000+: 0.50% annually
Separate compensation from insurance sales commissions received by affiliated persons
Financial consulting at $100 per hour
Account minimum: $10,000 Fee-only: Flat fee for financial planning between $500 and $5,000; hourly fee for financial consulting at $100/hour
Main office
3021 Wilmington Rd
New Castle PA 16105
Advisors at this office
2
Most active in
Ohio · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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
Advisors at this firm
Simonae L
Series 66
New Castle, PA
Storehouse Investments LLC
Simonae Lyles is a financial advisor with Storehouse Investments LLC, holding a Series 66 designation and bringing 16 years of industry experience. She has worked at Storehouse Investments since 2019 and has prior experience at Williams-Cleaveland Financial and related firms. Outside of advising, she serves on the boards of the YMCA in New Castle and the Lawrence Community Foundation, and is a part-time instructor at Slippery Rock University. Storehouse Investments provides discretionary investment management and financial planning to individuals, retirement plans, charitable organizations, and business entities. The firm delivers tailored advice using fundamental analysis and offers additional services including ERISA plan management, tax preparation, insurance, and financial education through seminars and workshops.
Robert L
Series 63, Series 66
New Castle, PA
Storehouse Investments LLC
Robert Lyles is a financial advisor at Storehouse Investments LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Williams-Cleaveland Financial and SA Stone Investment Advisors. Outside of his advisory role, Lyles serves as a school director for the New Castle Area School District, a municipal secretary for the City of New Castle, and volunteers with the Lawrence County Sports Hall of Fame. Storehouse Investments is a small advisory firm serving individual clients, retirement plans, and charitable or business entities. The firm offers discretionary asset management, financial planning, ERISA plan services, and manages annuity and variable life contracts, tailoring portfolios to client goals using fundamental analysis and periodic reviews.
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