Koenig Investment Advisory, LLC

Overview

Koenig Investment Advisory, LLC is an SEC registered investment adviser based in Ashland, OR, registered since 2020. It reports $258M in assets under management across 599 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$258M

Discretionary

100%

Accounts

599

Average account

$431K

Employees

3

Advisory reps

3

Registered since

2020

Jurisdictions

8

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Periodicals or Newsletters

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 2 of 2

• Jeffrey L McCullough Principal, Ia Representative CRD 5357489
• Lorrie Anne Miller Ia Representative, Chief Compliance Officer CRD 5296122

Advisory reps 3 of 3

• Jeffrey L Mccullough Investment Adviser Rep CRD 5357489
• Lorrie Anne Miller Investment Adviser Rep CRD 5296122
• Hugo R Sanchez II Investment Adviser Rep CRD 6983224

Location

Headquarters

739 N Main St
Ashland, OR 97520

County

Jackson

Metro area

Medford, OR

Region

West

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: koeniginvestment.com

Every state, with registration dates

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