Koehler Asset Management: new SEC registration, $111M AUM, Babylon, NY
Koehler Asset Management (Babylon, New York): new SEC registration, $111M AUM, Babylon, NY. Its amount of 111 is below the median of 134 (25th percentile). Dated 237 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 111 · 25th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 10 published fields of this record are shown below. Locked: 177 related NY NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Koehler Asset Management |
| Legal name | Koehler Asset Management, LLC |
| CRD | 340322 |
| Status | Approved |
| Registered with the SEC | 2026-03-12 |
| Latest Form ADV filing | 2026-09-21 |
| Location | Babylon, NY, United States |
| Regulatory AUM | $110,995,000 |
| Accounts | 191 |
| Employees | 5 |
| amount percentile | 25th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (178 NY records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-12
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Koehler Asset Management and 178 New York peers
- New York NewRiaPulse records like this one: 178
- Koehler Asset Management's amount: 25th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every New York peer: $35,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- $111M under management.
What is the NewRiaPulse record for Koehler Asset Management in Babylon, New York?
Koehler Asset Management received SEC registration as an investment adviser (2026-03-12) with $110,995,000 in regulatory assets under management, based in Babylon, NY.
How does Koehler Asset Management compare to other New York NewRiaPulse records?
Its amount of 111 is below the median (25th percentile); smaller records often move faster and face less competition. It is 237 days old; check the official source for later updates before acting.
Koehler Asset Management vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Koehler Asset Management | Babylon, NY | 111 | 25th | 2026-03-12 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.