{
  "crd_number": 105864,
  "slug": "s-r-schill-and-associates-inc-mercer-island-wa-105864",
  "primary_business_name": "S. R. SCHILL & ASSOCIATES, INC.",
  "legal_name": "S. R. SCHILL & ASSOCIATES, INC.",
  "dbas": [],
  "city": "Mercer Island",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "42660",
  "metro": {
    "cbsa_code": "42660",
    "common_name": "Seattle",
    "msa_name": "Seattle-Tacoma-Bellevue, WA",
    "path": "/advisors/wa/seattle"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1987-11-02",
  "years_registered": 38,
  "period": "2026-10-01",
  "filing_date": "2026-03-10",
  "carried_forward": false,
  "raum_total": 143079018.0,
  "raum_discretionary": 142745900.0,
  "raum_non_discretionary": 333118.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 26514652.0,
      "count": 134
    },
    "high_net_worth_individuals": {
      "raum": 116564366.0,
      "count": 61
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "LA",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/SRSCHILL",
    "https://srschill.com",
    "https://twitter.com/SRSCHILL1"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105864",
  "city_as_filed": "MERCER ISLAND",
  "url": "https://advisorcensus.com/firm/s-r-schill-and-associates-inc-mercer-island-wa-105864",
  "display_name": "S. R. Schill & Associates, Inc.",
  "summary": "S. R. Schill & Associates, Inc. is an SEC-registered investment advisory firm in Mercer Island, WA, registered since 1987, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.",
  "citation": "AdvisorCensus. S. R. Schill & Associates, Inc. (CRD 105864): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is S. R. Schill & Associates, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), S. R. Schill & Associates, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is S. R. Schill & Associates, Inc. located?",
      "a": "S. R. Schill & Associates, Inc.'s principal office is in Mercer Island, WA, according to its Form ADV."
    },
    {
      "q": "Is S. R. Schill & Associates, Inc. registered with the SEC or a state?",
      "a": "S. R. Schill & Associates, Inc. is an SEC-registered investment advisory firm, registered since 1987. Status as filed: Approved. CRD 105864."
    },
    {
      "q": "How much does S. R. Schill & Associates, Inc. manage?",
      "a": "S. R. Schill & Associates, Inc. reports $143,079,018 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary)."
    },
    {
      "q": "How have S. R. Schill & Associates, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for S. R. Schill & Associates, Inc.: Regulatory assets under management: $231,296,851 in the October 2021 data and $143,079,018 in the October 2026 data, down 38%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does S. R. Schill & Associates, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (134); high net worth individuals (61)."
    },
    {
      "q": "Which custodians does S. R. Schill & Associates, Inc. use?",
      "a": "S. R. Schill & Associates, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does S. R. Schill & Associates, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105864"
    },
    {
      "q": "What changed in S. R. Schill & Associates, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $126,887,426 to $143,079,018 (+13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 231296851.0,
      "total_employees": 6,
      "filing_date": "2021-06-02"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 262452307.0,
      "total_employees": 8,
      "filing_date": "2022-03-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 211333018.0,
      "total_employees": 8,
      "filing_date": "2023-03-08"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 243439239.0,
      "total_employees": 8,
      "filing_date": "2024-02-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 126887426.0,
      "total_employees": 6,
      "filing_date": "2025-03-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 143079018.0,
      "total_employees": 6,
      "filing_date": "2026-03-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $126,887,426 to $143,079,018 (+13%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/s-r-schill-and-associates-inc-mercer-island-wa-105864.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 134,
      "fewer_than_5": false,
      "raum": 26514652.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 61,
      "fewer_than_5": false,
      "raum": 116564366.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105864",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}