A complete list of active advisors currently associated with Strubel Investment Management, LLC

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

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.

To learn more about the advisors currently working at Strubel Investment Management, 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.

Name	Location	Years of experience
Ben Strubel	Lancaster, PA	17

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