STAWNYCHY FINANCIAL SERVICES, INC.

CRD 128859File 801-133023

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$131.2M

Bottom 25% of cohort (national)

Discretionary AUM

$130.1M

Non-discretionary $1.1M

Clients

121

306 accounts

Employees

Bottom 25% of cohort in NJ

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: NYRO
Registration date: Jun 18, 2025
Principal office: 135 KINNELON ROAD, SUITE 101, KINNELON, NJ, 07405
Phone: 973-283-0024
Website: HTTP://WWW.STAWNYCHYFINANCIAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $131.2M
Discretionary AUM: $130.1M
Non-discretionary AUM: $1.1M
Discretionary accounts: 304
Non-discretionary accounts: 2
Total accounts: 306
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$4.7M
High net worth individuals	25	$80.4M
Pension and profit sharing plans	Fewer than 5	$3.3M
State or municipal government entities	5	$9.4M
Individuals (other than high net worth individuals)	91	$33.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.