PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Stawnychy Financial Services, Inc.

● SEC registered since 2025CRD 128859SEC# 801-133023Kinnelon, NJ
Export (members)
Reg. AUM
$131.2M
Employees
4
Accounts
306
Location
Kinnelon, NJ

Stawnychy Financial Services, Inc. assets under management

Stawnychy Financial Services, Inc. is a registered investment adviser overseen by the SEC based in Kinnelon, NJ. The firm has been registered since 2025. It reports $131.2 million in regulatory assets under management and employs 4 people.

Stawnychy Financial Services, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Zoriana Maria Stawnychy ControlPresident And CcoOver 75%1993

Frequently asked questions

How much does Stawnychy Financial Services, Inc. manage?

Stawnychy Financial Services, Inc. reports $131.2 million in regulatory assets under management on its Form ADV.

How many employees does Stawnychy Financial Services, Inc. have?

Stawnychy Financial Services, Inc. reports 4 employees.

Where is Stawnychy Financial Services, Inc. located?

Stawnychy Financial Services, Inc. is based in Kinnelon, NJ and has been SEC-registered since 2025.

Does Stawnychy Financial Services, Inc. disclose fund performance?

Stawnychy Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address135 Kinnelon Road, Suite 101, Kinnelon, NJ 07405
Phone973-283-0024
Office hours9:00a.m. To 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$131.2M▲ 15%
May '25 — $113.9MJun '25 — $113.9MJul '25 — $113.9MAug '25 — $113.9MSep '25 — $113.9MOct '25 — $113.9MNov '25 — $113.9MDec '25 — $113.9MJan '26 — $113.9MFeb '26 — $113.9MMar '26 — $131.2MApr '26 — $131.2MMay '26 — $131.2MJun '26 — $131.2M
May '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$131.2Mregulatory AUM
Discretionary $130.1MNon-discretionary $1.1M