# Schuylkill Financial, LLC

> Schuylkill Financial, LLC is an SEC-registered investment advisory firm in Wyomissing, PA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 143052
- Filed as: SCHUYLKILL FINANCIAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wyomissing, PA
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/143052
- AdvisorCensus page: https://advisorcensus.com/firm/schuylkill-financial-llc-wyomissing-pa-143052

## Quick answers

**How is Schuylkill Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Schuylkill Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Schuylkill Financial, LLC charge?**
Its Form ADV Part 2A brochure dated March 9, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Schuylkill Financial, LLC located?**
Schuylkill Financial, LLC's principal office is in Wyomissing, PA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Schuylkill Financial, LLC registered with the SEC or a state?**
Schuylkill Financial, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 143052.

**How much does Schuylkill Financial, LLC manage?**
Schuylkill Financial, LLC reports $123,631,702 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**What types of clients does Schuylkill Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (77); high net worth individuals (49); investment companies (1).

**Which custodians does Schuylkill Financial, LLC use?**
Schuylkill Financial, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Schuylkill 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 SEC record: https://adviserinfo.sec.gov/firm/summary/143052

**Does Schuylkill Financial, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 9, 2026 says: "Schuylkill Financial requires a minimum account size of $ 250,000 to enter into an Advisory Agreement. However, Schuylkill Financial retains the discretion to lower or waive said minimum."

**What changed in Schuylkill Financial, LLC's recent Form ADV filings?**
In the May 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

### Fees and minimums (Form ADV Part 2A brochure dated March 9, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> Schuylkill Financial charges an annual investment advisory fee based on the total assets under management as follows: Assets Under Management Maximum Annual Fee All Asset Levels 1.50%

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> Schuylkill Financial requires a minimum account size of $ 250,000 to enter into an Advisory Agreement. However, Schuylkill Financial retains the discretion to lower or waive said minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $123,631,702
- Discretionary: $123,631,702
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 77 | $37,443,230 |
| High net worth individuals | 49 | $86,176,906 |
| Investment companies | 1 | $11,566 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Exton, PA

### Websites listed on Form ADV (Item 1.I)
- schuylkillfinancial.com
- schuylkillfinancialllc.com
- Facebook @SCHUYLKILLFINANCIAL
- LinkedIn @9699642

## Changes in the filing (last 12 months)

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Schuylkill Financial, LLC (CRD 143052): Form ADV filing data as of October 2026.