# Scharl Advisory Services, Inc.

> Scharl Advisory Services, Inc. is a state-registered investment advisory firm, registered since 2001, with no regulatory assets under management reported in its Form ADV filing dated March 29, 2026.

- CRD: 118171
- Filed as: SCHARL ADVISORY SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in North Carolina
- Filing period: October 2026
- Form ADV filing dated: March 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/118171
- AdvisorCensus page: https://advisorcensus.com/firm/scharl-advisory-services-inc-118171

## Quick answers

**How is Scharl Advisory Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Scharl Advisory Services, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Is Scharl Advisory Services, Inc. registered with the SEC or a state?**
Scharl Advisory Services, Inc. is a state-registered investment advisory firm, registered since 2001. Status as filed: APPROVED. CRD 118171.

**Does Scharl Advisory Services, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/118171

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2001 (24 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Scharl Advisory Services, Inc. (CRD 118171): Form ADV filing data as of October 2026.