Schenley Capital, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$70,914,101
Clients
355
Advisors
1
of 3 employees
About
Schenley Capital, Inc. primarily serves individual investors — including high‑net‑worth clients — as well as trusts, estates, retirement plans, charitable organizations and business entities. The firm offers discretionary and non‑discretionary portfolio management, written financial planning, consulting, and an automated advisory option delivered via the Schwab Institutional Intelligent Portfolios platform.
The firm develops individualized investment policies through client interviews and applies fundamental analysis and asset allocation across stocks, bonds, mutual funds and ETFs, sometimes using institutional share classes or third‑party managers for portions of client accounts. For accounts enrolled on the Schwab platform, the firm uses automated rebalancing and may deploy tax‑loss harvesting while conducting periodic reviews and providing custodial reporting.
Schenley operates as a boutique, founder‑led advisory practice that blends hands‑on planning with an automated program and a willingness to recommend private funds after formal due diligence. The firm’s advisory team includes professionals with experience in direct real‑asset investing and a divorce‑financial analysis credential, holds insurance licenses in multiple states, provides hourly consulting and tailored planning engagements, and does not vote client proxies.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees typically ranging from $500 to $5,000.
$250,000 - $20,000,000: 1.00% $20,000,001 - $35,000,000: 0.80% $35,000,001 - $50,000,000: 0.75% Above $50,000,000+: Negotiable
Insurance commissions earned by licensed persons affiliated with the firm are separate and in addition to advisory fees.
Consulting fees charged at $450 per hour.
Account minimum: $250,000
Main office
428 Walnut Street
Sewickley PA 15143-1578
Advisors at this office
1
Most active in
Georgia · Pennsylvania
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.
Forms ADV
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