Schuylkill Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$123,631,702
Total clients
126
39% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
63
Average account size
$981,204
About
Schuylkill Financial, LLC serves individual and high‑net‑worth clients, providing ongoing asset management and financial planning and consulting to roughly 126 clients while managing approximately $123.6 million in discretionary assets. The firm typically charges percentage‑of‑assets advisory fees for portfolio management and also offers financial planning on an hourly basis.
The firm generally manages client accounts on a discretionary basis, building portfolios using a mix of fundamental, technical, charting analysis and modern portfolio theory and employing vehicles such as mutual funds, exchange‑traded funds, options, and margin where appropriate. Accounts are reviewed at least annually (and more frequently as market conditions dictate), and the firm directs trading and custody to a single designated broker‑dealer and custodian for execution and reporting.
A noteworthy characteristic is that the firm’s investment adviser representatives are also licensed insurance agents and receive commissions on insurance sales—an arrangement the brochure discloses as a potential conflict of interest and says is mitigated through disclosures and the firm’s fiduciary policies; advisors indicate they spend about 20% of their time on insurance activities. The firm does not participate in wrap fee programs and requires use of its chosen broker‑dealer for trade execution, which may differ from peers that permit client‑directed brokerage.
Client services
Expertise
Fee options
Up to 1.50% annually
$300 per hour
Account minimum: $250,000
Main office location
Schuylkill Financial, LLC
1290 Broadcasting Rd
Wyomissing PA 19610, United States
Number of offices
2
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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