Schenley Capital, Inc

RIASEC Registered

Total AUM

$73.3M

Discretionary

$73.3M

100% of AUM

Avg account

$201K

Accounts

364

Employees

Advisory reps

Firm details

Headquarters: Sewickley, Pennsylvania
CRD number: 133415
Website: schenleycapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI72.14%
Individuals24.55%
Charitable Organizations2.14%
Pension & Profit Sharing Plans0.67%
Corporations / Businesses0.5%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Schenley Capital, Inc. is an independent, owner-managed registered investment adviser organized as a corporation that serves both individual/family clients and institutional accounts. The firm provides financial planning and portfolio management for individuals, small businesses and institutional clients, along with pension consulting and the selection of outside advisers. Its fee mix includes asset-based fees, hourly charges and fixed-fee engagements. The firm functions as a capital allocator, sourcing and allocating capital to external managers in addition to managing client portfolios directly. Schenley is not positioned as an ESG-focused manager.