Strubel Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$51,627,000
Clients
70
Advisors
1
of 1 employees
About
Strubel Investment Management is a fee‑only registered investment adviser that manages about $55.18 million across 75 clients and 224 accounts (as of 12/31/2025). The firm provides discretionary portfolio management, an individual-stock Capital Appreciation/Value portfolio, hourly financial planning and consulting, and retirement plan management services.
The firm deploys a mix of low‑cost index ETFs, index funds, individual stocks and bonds and customizes allocations to client risk tolerance and preferences. For clients seeking capital appreciation it maintains a concentrated 40–60 stock portfolio selected through fundamental analysis (SEC filings, third‑party research, management meetings) and generally practices low turnover; clients may impose investment restrictions and the adviser typically acts with discretionary authority once engaged.
Compared with many solo independent advisers, the firm works with a small number of non‑typical client types — it acts as a plan advisor for three 401(k) retirement plans (~$3.07M), maintains one charitable organization account (~$265k) and one business account (~$220k). The firm’s principal combines formal investment management credentials with advanced technical training and operates a separate financial‑data subscription software business, a mix of skills that the brochure indicates informs the firm’s research and technology capabilities.
Client services
Expertise
Fee options
$0+: 1.00% annually for discretionary accounts $0+: 0.5% annually for retirement plan management
$100 - $300 per hour for financial planning and consulting services, negotiable
Fee-only: Hourly fees for financial planning and consulting services ranging from $100 - $300 per hour, negotiable
Main office
1853 William Penn Way, Executive Offices Suite 1
Lancaster PA 17601
Advisors at this office
1
Most active in
Pennsylvania · 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
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