Terry Peschl & Associates

Terry Peschl & Associates

Terry Peschl & Associates is a registered investment advisor based in Sheffield Lake, Ohio, founded by Terry Peschl. The firm delivers advisory services focused on investment management and financial planning. Wealth-origin details for the firm's own capital are not publicly available. The firm allocates capital primarily through direct investment in publicly traded securities, including equities and fixed income, and incorporates alternatives such as private placements and real estate investment trusts. Terry Peschl & Associates constructs custom portfolios for families, using an approach that combines fundamental analysis with strategic asset allocation. The geographic footprint is centered in the Midwest United States, with client relationships in Ohio and neighboring states. Confirmed portfolio holdings or deals are not publicly disclosed. Team size and total assets under management are not publicly reported. The firm operates from a single office. No adjacent philanthropic or operating vehicles have been identified. No recent operational events from the last 24 months are on public record. Structurally, Terry Peschl & Associates operates as a traditional RIA, registered with state securities regulators, which subjects it to standard fiduciary and reporting requirements. The firm's governance is centered on Terry Peschl as the owner-operator, a common model among small independent RIAs that prioritizes direct client relationships and locally managed portfolios.