Pavlic Investment Advisors, Inc.
● SEC registered since 2026CRD 111246SEC# 801-136029Delafield, WI
Reg. AUM
$108.8M
Employees
2
Accounts
195
Location
Delafield, WI
Pavlic Investment Advisors, Inc. assets under management
Pavlic Investment Advisors, Inc. operates as an SEC-registered investment adviser based in Delafield, WI. The firm has been registered since 2026. It reports $108.8 million in regulatory assets under management and employs 2 people.
Pavlic Investment Advisors, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard and Madelyn Schiller Revocable Living Trust Control | Owner | Over 75% | 2021 |
| Richard Charles Schiller Control | Cco And President | Under 5% | 2025 |
| Madelyn P Schiller Control | Trustee | — | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Pavlic Investment Advisors, Inc. manage?
Pavlic Investment Advisors, Inc. reports $108.8 million in regulatory assets under management on its Form ADV.
How many employees does Pavlic Investment Advisors, Inc. have?
Pavlic Investment Advisors, Inc. reports 2 employees.
Where is Pavlic Investment Advisors, Inc. located?
Pavlic Investment Advisors, Inc. is based in Delafield, WI and has been SEC-registered since 2026.
Does Pavlic Investment Advisors, Inc. disclose fund performance?
Pavlic Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 440 Wells Street, 203, Delafield, WI 53018 |
| Phone | 262-646-4300 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$108.8MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$108.8Mregulatory AUM
Discretionary $92MNon-discretionary $16.9M