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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SCHORN WEALTH

SCHORN WEALTH, LLC, CRD 304104

ENGLEWOOD, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5949ce69-4845-e615-c57f-c40f67ce1ee1

Data as of Feb 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 4
On other graphs: 1
Observed: May 21, 2019 to Feb 18, 2026
28 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Fiduciary Planning LLC

Family office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $392MItem 5.F on the latest filing (2026-02-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $347M
Private client RAUM: $373MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $78.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 5
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 1,409
Individual clients: 614
High net worth clients: 98
SEC number: 801-116818
CRD: 304104
Filings on the tape: 28
First filed: May 21, 2019
Latest filed: Feb 18, 2026
Organised: Limited Liability Company, FL
Website: schorn.net

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Thomas Schorn	n/a	ENGLEWOOD, FL	7	39	4	no
FRANKLIN ARTHUR BANFER	Certified Financial Planner\|Chartered Financial Consultant	ENGLEWOOD, FL	3	40	1	no
Valerie Teresa Wagner	n/a	ENGLEWOOD, FL \| Englewood, FL	1	22	n/a	no
Erin Nicole Semelka	n/a	Sheridan, AR \| ENGLEWOOD, FL	1	12	4	no
RYAN JEFFERY GUTTRIDGE	Chartered Financial Analyst	ENGLEWOOD, FL	0	32	4	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Schorn, Thomas	PRINCIPAL AND CCO	E	yes	05/2019	May 21, 2019	Aug 27, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
WESLEY CHAPEL	FL	United States	1	no
WEST CHESTER	Pa	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 18, 2026	$392M	$347M	9	5	3	n/a	n/a
2024	Mar 17, 2025	$368M	$326M	12	8	3	n/a	n/a
2023	Mar 21, 2024	$290M	$261M	8	5	2	n/a	n/a
2022	Mar 24, 2023	$245M	$219M	8	4	2	n/a	n/a
2021	Mar 31, 2022	$239M	$206M	4	3	2	n/a	n/a
2020	Mar 31, 2021	$253M	$219M	3	3	2	n/a	n/a
2019	Mar 27, 2020	$171M	$96.8M	3	3	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	1	0	0	2	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$392M	$368M	6.7%	$245M	17.0%	9	12	3	3

Relationships

Registered with (8)

← RYAN JEFFERY GUTTRIDGEAdvisorregistration: current employment
Jul 22, 2026 to presentfactForm ADV
← Erin Nicole SemelkaAdvisorregistration: previous registration
Nov 3, 2023 to Dec 31, 2024factForm ADV
← Valerie Teresa WagnerAdvisorregistration: current employment
Jan 9, 2025 to presentfactForm ADV
← FRANKLIN ARTHUR BANFERAdvisorregistration: current employment
Jan 26, 2023 to presentfactForm ADV
← Thomas SchornAdvisorregistration: current employment
Jun 28, 2019 to presentfactForm ADV
← Daniel Rosado MercadoAdvisorregistration: previous registration
Jul 5, 2019 to Jun 20, 2025factForm ADV
← Douglas Jay EatonAdvisorregistration: previous registration
Sep 24, 2019 to Dec 16, 2021factForm ADV
← IRA GENE SAGERAdvisorregistration: previous registration
Jul 24, 2019 to Jun 1, 2020factForm ADV

Controls (1)

← Schorn, ThomasOwnerPRINCIPAL AND CCO, ownership code E, individual
May 21, 2019 to Aug 27, 2024factForm ADV

Dated events

Occurred
Jun 20, 2025
Advisor changed firm
Daniel Rosado Mercado left Schorn Wealth for Regal Investment Advisors Llc (registered 2025-07-09)
Form ADVobserved 4 days ago
Occurred
Dec 16, 2021
Control person left
Jay Douglas Eaton (Principal And Cio) no longer on Schedule A of Schorn Wealth (listed 2021-11-23, absent 2021-12-16)
Form ADVobserved 4 days ago
Occurred
Sep 26, 2019
Control person joined
Jay Douglas Eaton (Principal And Cio) appeared on Schedule A of Schorn Wealth
Form ADVobserved 4 days ago
Occurred
May 21, 2019
First Form ADV filing
Fiduciary Planning, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5949ce69-4845-e615-c57f-c40f67ce1ee1
First observed: May 21, 2019
Last observed: Feb 18, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SCHORN WEALTH

SCHORN WEALTH, LLC, CRD 304104

ENGLEWOOD, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5949ce69-4845-e615-c57f-c40f67ce1ee1

Data as of Feb 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:12 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Thomas Schorn

n/a

ENGLEWOOD, FL

FRANKLIN ARTHUR BANFER

Certified Financial Planner|Chartered Financial Consultant

ENGLEWOOD, FL

Valerie Teresa Wagner

n/a

ENGLEWOOD, FL | Englewood, FL

n/a

Erin Nicole Semelka

n/a

Sheridan, AR | ENGLEWOOD, FL

RYAN JEFFERY GUTTRIDGE

Chartered Financial Analyst

ENGLEWOOD, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Schorn, Thomas

PRINCIPAL AND CCO

yes

05/2019

May 21, 2019

Aug 27, 2024

City

State

Country

Employees

Also broker-dealer

WESLEY CHAPEL

United States

WEST CHESTER

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 18, 2026

$392M

$347M

n/a

2024

Mar 17, 2025

$368M

$326M

n/a

2023

Mar 21, 2024

$290M

$261M

n/a

2022

Mar 24, 2023

$245M

$219M

n/a

2021

Mar 31, 2022

$239M

$206M

n/a

2020

Mar 31, 2021

$253M

$219M

n/a

2019

Mar 27, 2020

$171M

$96.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$392M

$368M

6.7%

$245M

17.0%