Andrew
Niebler

Karner Blue Capital, LLC

CRD#5113452
Investment Advisor
in Bethesda, MD

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About this Advisor

Andrew Niebler is a financial advisor based out of Bethesda, Maryland with a total of 5 years of industry experience. Niebler currently works for Karner Blue Capital, LLC. Throughout their career, they have worked at Calvert Investments, Inc, Karner Blue Center For A Humane Economy, Inc and Karner Blue Capital, LLC. Niebler holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Maryland. Karner Blue Capital, LLC is a firm based in Bethesda, MD. It controls $9 million in assets under management across its four client accounts, making it one of the smaller financial advisory firms in the nation by assets under management. Karner Blue Capital, LLC has a set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees for financial management usually depend on which services are provided. Fee types billed by Karner Blue Capital, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

7220 Wisconsin Avenue Suite 200
Bethesda, MD 20814

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Karner Blue Capital, LLC Brokerage Details

Total Assets Under Management

$8,957,054

MD Average: $6,889,882,315
Total Number of Employees

7

MD Average: 45
Total Number of Accounts

4

MD Average: 765
Average Account Size

$2,239,264

MD Average: $9,006,382

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Andrew Niebler Work History

Andrew has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Karner Blue Capital, LLC

2018 - 2019 (1 year)

Karner Blue Center For A Humane Economy, Inc

2018 - 2020 (2 years)

Karner Blue Center For A Humane Economy, Inc

2016 - 2019 (3 years)

Calvert Investments, Inc

2016 - 2016 (< 1 year)

Calvert Investments, Inc

2008 - 2016 (8 years)

Calvert Investments, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andrew Niebler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Karner Blue Capital, LLC

Andrew Niebler
Bethesda, MD
Vicki Benjamin
Bethesda, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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