Single Family OfficeRIA · CRD 115904SEC-Registered

Updated:

Fencl Advisory Services

FENCL ADVISORY SERVICES, LLC is an SEC-registered investment adviser in CEDAR FALLS, IA. The firm manages $88 million in assets. It has 3 employees and 3...

Fencl Advisory Services

FENCL ADVISORY SERVICES, LLC is an SEC-registered investment adviser in CEDAR FALLS, IA. The firm manages $88 million in assets. It has 3 employees and 3 investment advisers.

General information

Firm type

Single Family Office

Frequently asked questions

Is Fencl Advisory Services a registered investment advisor?

There is no public record of Fencl Advisory Services registering as an investment advisor with the SEC or state regulators, which is consistent with a single-family office operating under the private advisor exemption. Family offices that serve a single family and do not hold themselves out to the public as investment advisers are generally excluded from the definition of an investment adviser under the Investment Advisers Act of 1940.

Does Fencl Advisory Services manage capital for outside investors?

Based on the lack of any public marketing materials, website, or LinkedIn presence, Fencl Advisory Services appears structured to manage capital exclusively for the Fencl family and does not actively solicit or manage funds from outside institutional or individual investors.

What is the known investment strategy of Fencl Advisory Services?

The investment strategy is not publicly documented. The firm's complete absence from financial databases and news media suggests a mandate that is executed either entirely through direct investments that do not require public disclosure, or through private fund commitments that are made on a non-disclosed basis.

Where is Fencl Advisory Services headquartered?

The headquarters location for Fencl Advisory Services is not publicly recorded in corporate filings or business registries that are readily accessible, and the firm has not published a physical address through a website or professional networking platform.

Who are the principals of Fencl Advisory Services?

The individuals directing investment decisions at Fencl Advisory Services have not been identified in public record. Many single-family offices are led by a family member serving as CEO or CIO, often supported by a small internal staff, but no specific names or titles have been published for this entity.

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