# Schreier Financial, LLC

> Schreier Financial, LLC is a state-registered investment advisory firm in Oklahoma City, OK, registered since 2009, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 148838
- Filed as: SCHREIER FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Oklahoma City, OK
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148838
- AdvisorCensus page: https://advisorcensus.com/firm/schreier-financial-llc-oklahoma-city-ok-148838

## Quick answers

**How is Schreier Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Schreier Financial, LLC 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.

**Where is Schreier Financial, LLC located?**
Schreier Financial, LLC's principal office is in Oklahoma City, OK, according to its Form ADV.

**Is Schreier Financial, LLC registered with the SEC or a state?**
Schreier Financial, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 148838.

**How much does Schreier Financial, LLC manage?**
Schreier Financial, LLC reports $658,155 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary).

**Does Schreier Financial, LLC 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/148838

## 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: $658,155
- Discretionary: $0
- Non-discretionary: $658,155

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $594,670 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $63,485 |

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

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Schreier Financial, LLC (CRD 148838): Form ADV filing data as of October 2026.