Schuylkill Financial, LLC

Overview

Schuylkill Financial, LLC is an independent, Pennsylvania-registered advisory firm that is SEC-registered (registered in 2026). The firm combines financial planning and discretionary portfolio management for individuals, families and some institutional clients, and also operates an insurance brokerage practice. Compensation blends a percentage-of-AUM fee with hourly charges, and the business is structured as a limited liability company owned by an individual principal. Schuylkill’s advisory focus tilts toward equity-oriented portfolios delivered through custody at a single primary custodian. The firm is not positioned as a capital allocator or pension consultant and does not self-identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices