CRD: 105864
S. R. Schill & Associates, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Prudential
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-02-1987
- Office Locations
- 1
Office Locations
About S. R. Schill & Associates, Inc.
S. R. Schill & Associates is a Mercer Island, WA fee-only fiduciary firm providing comprehensive financial planning with a long-term, client-first approach. The team focuses on retirement and longevity planning, pairing investment guidance with longevity law and planning to help families align finances and care decisions. Portfolios emphasize asset allocation using ETFs and mutual funds, often custodied at Schwab, and the firm publishes quarterly investment strategy review videos.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
LEONARD ALAN SKIENA
Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer
- CRD
- #5086092
- Ownership
- 50% but less than 75%
EVA VIVIAN BAKER
Principal, TREASURER
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
Unlock allContacts
SCOTT JASON SCHILL
Partner
- CRD
- #3210626
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $142,745,900 | $235,554 |
| Non-Discretionary | $333,118 | $333,118 |
| Total | $143,079,018 | $235,715 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing