S. R. Schill & Associates, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
S. R. Schill & Associates provides discretionary wealth management to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and business entities, delivering ongoing portfolio management alongside comprehensive financial planning, legacy and tax planning, and investment policy documentation. The firm implements client financial plans and advises on insurance and other products when appropriate, while not acting as a seller of insurance or securities products.
The firm uses a menu of 25 model portfolio allocations across nine sectors (including large‑ and small/mid‑cap U.S. stocks, international, real estate, natural resources, and short‑, intermediate‑ and long‑term bonds), typically implemented with ETFs and publicly traded stocks and tailored when clients hold outside positions. Its analysis blends fundamental methods with technical, charting and cyclical approaches, and it conducts quarterly reviews that include rebalancing and tax‑loss harvesting where appropriate.
Several operational practices distinguish the firm from many peers: it maintains a non‑asset minimum approach by levying a firm minimum advisory fee and allows family assets to be considered together for fee purposes to broaden access to planning services. The adviser does not vote client proxies (clients receive proxies directly and may request voting guidance), does not accept external compensation for the sale of securities, and discloses potential custodial research or other benefits associated with recommended execution venues such as Charles Schwab; the firm is a small, long‑established practice managing roughly $143 million in client assets.
Client services
Expertise
Fee options
$0 - $199,920: Flat fee of $2,499 $199,920 - $1,000,000: 1.25% of the value over $199,920 plus $2,499 $1,000,000 - $5,000,000: 1.00% of the value over $1,000,000 plus $12,500 $5,000,000+: 0.70% of the value over $5,000,000 plus $52,500
Minimum fee: $2,499 minimum fee Fee-only: Flat fee minimum plus tiered percentage of AUM as described above
Main office
2448 76th Ave SE, Suite 107
Mercer Island WA 98040
Advisors at this office
3
Most active in
California · Louisiana · Texas · Washington
Also doing business as
Quantum Asset Management · S. R. Schill & Associates Inc. · S. R. Schill & Associates, Inc. · Schill S R & Associates Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Leonard S
Series 65
Mercer Island, WA
S. R. Schill & Associates, Inc.
Leonard Skiena is a financial advisor with S. R. Schill & Associates, Inc. in Mercer Island, WA. He holds a Series 65 designation and has 20 years of industry experience, all with his current firm since 2006. S. R. Schill & Associates provides discretionary wealth management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a range of model portfolio allocations across multiple asset classes and employs a combination of fundamental, technical, charting, and cyclical investment analysis methods.
Scott S
Series 65
Mercer Island, WA
S. R. Schill & Associates, Inc.
Scott Schill is a financial advisor at S. R. Schill & Associates, Inc. with eight years of industry experience. He holds a Series 65 designation and has previously worked at Yarmuth Wilsdon Calfo and Aging Options. Outside of advising, he is the founder of Thrive Longevity Law and serves as Of Counsel at Life Point Law. S. R. Schill & Associates provides discretionary wealth management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a model-based investment approach combining fundamental, technical, and cyclical analysis, with a focus on ETFs and publicly traded stocks across multiple sectors.
Stanley S
Series 63
Mercer Island, WA
S. R. Schill & Associates, Inc.
Stanley Schill is a financial advisor with S. R. Schill & Associates, Inc. in Mercer Island, WA, holding a Series 63 designation and over 60 years of industry experience. He has been with S.R. Schill & Associates since 1987. S. R. Schill & Associates provides discretionary wealth management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a diversified investment approach using a library of model portfolios across multiple sectors, combining fundamental, technical, charting, and cyclical analysis, with ongoing portfolio reviews and client-specific customization.
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