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| Koenig Investment Advisory LLC
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| CRD # | 311422 |
| SEC # | 801-119834 |
| CIK # | 0002114481 |
| AUM | 258.2 M (2026-02-02) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 541-608-0551 |
| Address | 739 N Main Street Ashland, OR 97520 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 7.5 | ||
| MetLife Inc | 3.2 | ||
| AbbVie Inc | 3.2 | ||
| International Business Machines Corp | 2.9 | ||
| Apple Inc | 1.3 | ||
| Verizon Communications Inc | 1.1 | ||
| Costco Wholesale Corp /NEW | 1.0 | ||
| Altria Group Inc | 1.0 | ||
| Boeing Co | 0.9 | ||
| Enterprise Products Partners L P | 0.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 179 | 43.7 |
| (b) Individuals (high net worth individuals) | 114 | 211.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.8 |
| (h) Charitable organizations | 0 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 599 | 258.2 |
| By Discretionary | ||
| Discretionary | 599 | 258.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 599 | 258.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 258.2 | |
| Total | 599 | 258.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002114481] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Related Firms | State | AUM |
|---|---|---|
|
Koenig Investment Advisory LLC
✚
|
OR | 258.2 M |
|
MyLaunch LLC
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|
OR |
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|---|---|---|
|
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|
PA | 260.0 M |
|
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|
KS | 259.4 M |
|
Braeburn Wealth Management LLC
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MI | 259.4 M |
|
Davis Capital Management LLC
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|
FL | 259.0 M |
|
an Exceptional Life Financial LLC
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|
IN | 258.9 M |
|
Ables Iannone Moore & Associates Inc
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|
GA | 258.7 M |
|
Redwood Family Wealth LLC
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|
TX | 258.5 M |
|
McDonough Capital Management Inc
✚
|
FL | 258.2 M |
|
Schaeffer Financial LLC
✚
|
MD | 257.7 M |
|
Tingey Financial Group Inc
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|
257.0 M |