Schuylkill Financial, LLC
● SEC registered since 2026CRD 143052SEC# 801-135798Wyomissing, PA
Reg. AUM
$123.6M
Employees
2
Accounts
367
Location
Wyomissing, PA
Schuylkill Financial, LLC assets under management
Schuylkill Financial, LLC is an SEC-registered investment adviser based in Wyomissing, PA. The firm has been registered since 2026. It reports $123.6 million in regulatory assets under management and employs 2 people.
Schuylkill Financial, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Kenneth Makosch Control | Partner/Cco | 50-75% | 2007 |
| Jason Scott Lazurick Control | Partner | 50-75% | 2007 |
Frequently asked questions
How much does Schuylkill Financial, LLC manage?
Schuylkill Financial, LLC reports $123.6 million in regulatory assets under management on its Form ADV.
How many employees does Schuylkill Financial, LLC have?
Schuylkill Financial, LLC reports 2 employees.
Where is Schuylkill Financial, LLC located?
Schuylkill Financial, LLC is based in Wyomissing, PA and has been SEC-registered since 2026.
Does Schuylkill Financial, LLC disclose fund performance?
Schuylkill Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1290 Broadcasting Rd, Wyomissing, PA 19610 |
| Phone | 610-670-1656 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$123.6MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$123.6Mregulatory AUM
Discretionary $123.6M