# Schnall Advisory Services, Inc

> Schnall Advisory Services, Inc is an SEC-registered investment advisory firm, registered since 1994, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2024.

- CRD: 106339
- Filed as: SCHNALL ADVISORY SERVICES, INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 26, 2024
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106339
- AdvisorCensus page: https://advisorcensus.com/firm/schnall-advisory-services-inc-106339

## Quick answers

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

**Is Schnall Advisory Services, Inc registered with the SEC or a state?**
Schnall Advisory Services, Inc is an SEC-registered investment advisory firm, registered since 1994. Status as filed: Approved. CRD 106339.

**How much does Schnall Advisory Services, Inc manage?**
Schnall Advisory Services, Inc reports $108,221,920 in regulatory assets under management in its Form ADV filing dated March 26, 2024 (100% discretionary).

**How have Schnall Advisory Services, Inc's assets and staff changed since 2021?**
In the Form ADV data for Schnall Advisory Services, Inc: Regulatory assets under management: $129,479,834 in the October 2021 data and $108,221,920 in the October 2026 data, down 16%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Schnall Advisory Services, Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (24); individuals (other than high net worth individuals) (7).

**Does Schnall 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 SEC record: https://adviserinfo.sec.gov/firm/summary/106339

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $108,221,920
- Discretionary: $108,221,920
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $4,054,401 |
| High net worth individuals | 24 | $104,167,519 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 1994 (31 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- schnalladvisory.com
- schnalladvisoryservices.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $129,479,834 | 1 | February 12, 2021 |
| October 2022 | $139,994,632 | 1 | February 9, 2022 |
| October 2023 | $102,809,844 | 1 | March 2, 2023 |
| October 2024 | $108,221,920 | 1 | March 26, 2024 |
| October 2025 | $108,221,920 | 1 | March 26, 2024 |
| October 2026 | $108,221,920 | 1 | March 26, 2024 |

Regulatory assets under management: $129,479,834 in the October 2021 data and $108,221,920 in the October 2026 data, down 16%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Schnall Advisory Services, Inc (CRD 106339): Form ADV filing data as of October 2026.