Overview
Assets Under Management: $143 million
Headquarters: MERCER ISLAND, WA
High-Net-Worth Clients: 61
Average Client Assets: $1.9 million
Frequently Asked Questions
S. R. SCHILL & ASSOCIATES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105864), S. R. SCHILL & ASSOCIATES, INC. is subject to fiduciary duty under federal law.
S. R. SCHILL & ASSOCIATES, INC. is headquartered in MERCER ISLAND, WA.
S. R. SCHILL & ASSOCIATES, INC. serves 61 high-net-worth clients according to their SEC filing dated March 10, 2026. View client details ↓
According to their SEC Form ADV, S. R. SCHILL & ASSOCIATES, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
S. R. SCHILL & ASSOCIATES, INC. manages $143 million in client assets according to their SEC filing dated March 10, 2026.
According to their SEC Form ADV, S. R. SCHILL & ASSOCIATES, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.47%
Average Client Assets: $1.9 million
Total Client Accounts: 607
Discretionary Accounts: 606
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 105864
Filing ID: 2052476
Last Filing Date: 2026-03-10 11:51:13