# William J. Sumski

> William J. Sumski is a state-registered investment advisory firm, registered since 2008, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 2, 2026.

- CRD: 144807
- Filed as: WILLIAM J. SUMSKI
- Legal name: Sumski, William Joseph
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Pennsylvania
- Filing period: October 2026
- Form ADV filing dated: February 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/144807
- AdvisorCensus page: https://advisorcensus.com/firm/william-j-sumski-144807

## Quick answers

**How is William J. Sumski compensated?**
On its Form ADV (Item 5.E, October 2026), William J. Sumski reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is William J. Sumski registered with the SEC or a state?**
William J. Sumski is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 144807.

**How much does William J. Sumski manage?**
William J. Sumski reports $11,975,939 in regulatory assets under management in its Form ADV filing dated February 2, 2026 (0% discretionary).

**What types of clients does William J. Sumski serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (39).

**Does William J. Sumski 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/144807

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $11,975,939
- Discretionary: $0
- Non-discretionary: $11,975,939

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 39 | $11,975,939 |

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

### Firm details
- Registered since: 2008 (18 years)
- Employees: 1 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- williamjsumski.com
- LinkedIn linkedin.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. William J. Sumski (CRD 144807): Form ADV filing data as of October 2026.