$13.5M Total AUM
$13.5M Disc. AUM
-- 3Y CAGR
1 Employees
31 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- InsightNorth +more
- Established Date
- 07-30-2021
- Office Locations
- 1
Office Locations
-- Lancaster PA
About Evenkiehl, LLC
Evenkiehl, LLC is an independent, fee-only fiduciary RIA in Lancaster, PA providing tax-efficient financial planning and investment management. The firm builds individualized, values-aligned portfolios for clients locally and nationwide, with a strong ETF orientation. Led by CFP professional Jonathan Kiehl, Evenkiehl emphasizes personalized goal- and values-driven advice.
Team overview
33 AVG AGE
$13.5M AVG AUM / ADVISOR
$434.1K AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Atlas ridge Vital vital Meridian Harbor peak Signal Peak
Client Personas
Foundation
Custodian
Delta eagle Insight wave Frontier momentum
Investment Themes
Foundation frontier North Bridge Fusion
Investment Vehicles
Vertex
Platform
Vector
Services
Ember Pathway alpha Element vector Optima optima Prime meridian Meridian Value matrix
Technology
Element meridian Zenith Frontier eagle Crest pathway Fusion North value
Owner & Executives
Jonathan Kiehl
Certified Financial Planner, Chief Compliance Officer, Owner
- CRD
- #7034570
- Ownership
- 75% or more
(555) 633-2236
momentum.momentum@peakcapital.com
in linkedin.com/in/zenith-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,455,663 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,455,663 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,455,663
Equity - Exchange:
22.8% Cash:
30.5% Public Funds:
46.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,769,594,382 | 22.8% |
| Cash | $2,367,220,554 | 30.5% |
| Public Funds | $3,624,563,931 | 46.7% |
| Total | $7,761,378,867 | 100.0% |