Schuylkill Financial, LLC
Firm details
- Headquarters
- Wyomissing, Pennsylvania
- CRD number
- 143052
- Registered since
- April 8, 2026
- Website
- www.schuylkillfinancial.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI69.7%
- Individuals30.29%
- Investment Companies0.01%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Schuylkill Financial, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients as well as institutional accounts. The firm provides financial planning and portfolio management for individuals and small businesses and also operates as an insurance broker. Its fee model blends a percentage-of-assets-under-management charge with the option for hourly billing. Schuylkill does not position itself as a capital allocator or pension consultant, is not an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents7%
Contacts
2 of 2
Jason Lazurick
Partner, Financial AdvisorCRD 4782267
Christopher Makosch
Partner, Financial AdvisorCRD 4976405
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$95.6M in ETFs
79%
$75.2M
17%
$20.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $11M | 14,627 | 11.46% |
Location
Wyomissing, PA
Berks
Location
Wyomissing, PA
Headquartered in Wyomissing, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Berks
- Address
- 1290 Broadcasting Rd
- Time zone
- ET (UTC-5)
- Office locations
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