William Koehler
Koehler Asset Management · Babylon, New York
William Koehler is a fee-only financial advisor at Koehler Asset Management in Babylon, New York. Koehler Asset Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Koehler Asset Management |
|---|---|
| Based in | Babylon, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $111.0M across 191 accounts |
| SEC registration | Investment adviser representative in NY · CRD 6395483 |
| Exams passed | Series 66 (2015) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Profile |
How William's firm compares
- Koehler Asset Management's average account is about $581,000, from its Form ADV (assets managed divided by 191 accounts).
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Questions about William
Is William Koehler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Koehler Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Koehler Asset Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is William Koehler based?
William Koehler is based in Babylon, New York.
Is William Koehler registered with the SEC?
Yes. William Koehler is registered as an investment adviser representative in NY (CRD 6395483), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Koehler Asset Management manage?
Koehler Asset Management reports $111.0M across 191 accounts in assets under management.
How do I contact William Koehler?
Contact details aren't on file yet. Search for Koehler Asset Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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