Caleb Michael Furnish
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2023 to now
- Ball HomesJan 2023 to Apr 2023
- Honey Baked HamDec 2022 to Jan 2023
- Door DashDec 2021 to Dec 2022
- Xpress ValetAug 2021 to Dec 2021
- XookerMay 2021 to Aug 2021
- State Farm InsuranceFeb 2021 to Feb 2023
- Jones Service GroupJun 2020 to Aug 2022
- FedexMay 2020 to Jun 2020
- University of KentuckyAug 2019 to May 2023
- Lassing Pointe Golf CourseSep 2017 to Aug 2019
- CamporossoSep 2016 to Feb 2017
- Larry A. Ryle High SchoolAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7799911
- Firm CRD
- 104555