# Schlosser Financial Services, Inc.

> Schlosser Financial Services, Inc. is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 10, 2026.

- CRD: 128809
- Filed as: SCHLOSSER FINANCIAL SERVICES, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: August 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/128809
- AdvisorCensus page: https://advisorcensus.com/firm/schlosser-financial-services-inc-128809

## Quick answers

**How is Schlosser Financial Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Schlosser Financial Services, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Schlosser Financial Services, Inc. registered with the SEC or a state?**
Schlosser Financial Services, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 128809.

**How much does Schlosser Financial Services, Inc. manage?**
Schlosser Financial Services, Inc. reports $108,000,000 in regulatory assets under management in its Form ADV filing dated August 10, 2026 (0% discretionary).

**What types of clients does Schlosser Financial Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (219).

**Does Schlosser Financial 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 SEC record: https://adviserinfo.sec.gov/firm/summary/128809

**What changed in Schlosser Financial Services, Inc.'s recent Form ADV filings?**
In the February 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $108,000,000
- Discretionary: $0
- Non-discretionary: $108,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 219 | $108,000,000 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Schlosser Financial Services, Inc. (CRD 128809): Form ADV filing data as of October 2026.