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EHMLI INVESTMENT ADVISORS LLC
CRD 137273
7026 CORPORATE WAY, SUITE 111, DAYTON, OH, 45459, United States
Phone
937-312-9699
Fax
888-316-6708
Registration
— (—)
Source
State registered
Total AUM
$30.2M
Discretionary AUM
$12.6M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; FEE FOR SERVICE
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $1.5M |
| High net worth individuals | 48 | $28.3M |
| Charitable organizations | 3 | $394K |
Official SEC filing: View on IAPD