$12.9M Total AUM
$12.9M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-22-2014
- Office Locations
- 1
Office Locations
415 Beaver Street Suite 205 Sewickley PA
About Sewickley Financial LLC
Sewickley Financial is a founder-led RIA in Sewickley, PA focused on aligning with clients through a disciplined, process-driven approach to maximize risk-adjusted returns. The firm provides investment management and financial planning, with portfolios implemented primarily using ETFs alongside public equity and fixed income exposures. Custody relationships include Charles Schwab.
Team overview
53 AVG AGE
$12.9M AVG AUM / ADVISOR
$860.9K AVG AUM / CLIENT
11.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
ERIC N CARLSON
Chief Compliance Officer, Founder, Principal
- CRD
- #4633051
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,912,852 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,912,852 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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