BEHLKE FINANCIAL

BEHLKE FINANCIAL is an SEC-registered investment adviser (CRD 133883). Regulatory assets under management: $29.0M.

Registration

• CRD: 133883
• Type: Registered investment adviser
• Phone: 440-315-3206
• Latest filing: 2026-02-17
• Regulatory AUM: $29.0M
• Discretionary AUM: $27.4M
• Non-discretionary AUM: $1.6M
• Clients: 1
• Accounts: 85

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 133883 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search