Koenig Investment Advisory, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 311422
- SEC number
- 801-119834
- Firm type
- RIA
- Assets under management
- $258.2M as of Feb 2, 2026
- Website
- www.facebook.com/koeniginvestmentadvisory ↗
- Phone
- 541-608-0551
- Address
- 739 N Main Street, Ashland, OR, 97520
Advisors at this firm
3 in our index · page 1 of 1
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Jeffrey L McculloughCRD 5357489 · Ashland, ORIA Registered
-
Lorrie Anne MillerCRD 5296122 · Ashland, ORIA Registered
-
Hugo R SanchezCRD 6983224 · Ashland, ORIA RegisteredRegistration inactive
1–3 of 3
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 311422 ↗
FINRA BrokerCheck record for firm CRD 311422 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.