← Directory
S. R. SCHILL & ASSOCIATES, INC.
CRD 105864File 801-30972
APPROVED
Retail clients
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$143.1M
Bottom 25% of cohort (national)
Discretionary AUM
$142.7M
Non-discretionary $333K
Clients
195
607 accounts
Employees
6
Bottom 25% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Nov 2, 1987
- Principal office
- 2448 - 76TH AVE SE, SUITE 107, MERCER ISLAND, WA, 98040
- Phone
- 206-275-2700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $143.1M
- Discretionary AUM
- $142.7M
- Non-discretionary AUM
- $333K
- Discretionary accounts
- 606
- Non-discretionary accounts
- 1
- Total accounts
- 607
- AUM per client
- $734K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 61 | $116.6M |
| Individuals (other than high net worth individuals) | 134 | $26.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.