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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

S. R. SCHILL & ASSOCIATES, INC.

CRD 105864

MERCER ISLAND, WA

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:5abcc568-8212-9396-232f-976f4cd33a7c

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 4
On other graphs: 0
Observed: Mar 16, 2012 to Mar 10, 2026
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $143MItem 5.F on the latest filing (2026-03-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $143M
Private client RAUM: $143MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $47.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 607
Individual clients: 134
High net worth clients: 61
SEC number: 801-30972
CIK: 1616004
CRD: 105864
Filings on the tape: 28
First filed: Mar 16, 2012
Latest filed: Mar 10, 2026
Organised: Corporation, WA

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
STANLEY ROI SCHILL	n/a	MERCER ISLAND, WA	38	42	n/a	no
LEONARD ALAN SKIENA	n/a	MERCER ISLAND, WA	20	20	n/a	no
SCOTT JASON SCHILL	n/a	MERCER ISLAND, WA	3	27	1	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
BAKER, EVA, VIVIAN	Treasurer	B	yes	05/1999	Mar 16, 2012	Nov 7, 2024
SCHILL, STACY, NICOLE	VICE PRESIDENT, CLIENT RELATIONS & MARKETING	B	yes	10/2012	Mar 21, 2013	Nov 7, 2024
SCHILL, STANLEY, ROI	Chairman	Na	yes	07/1987	Mar 16, 2012	Nov 7, 2024
SKIENA, LEONARD, ALAN	CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER	D	yes	03/2006	Mar 16, 2012	Nov 7, 2024

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	Mar 10, 2026	$143M	$143M	6	3	0	n/a	n/a
2024	Mar 20, 2025	$127M	$127M	6	3	0	n/a	n/a
2023	Feb 15, 2024	$243M	$243M	8	4	0	n/a	n/a
2022	Mar 8, 2023	$211M	$211M	8	4	0	n/a	n/a
2021	Mar 15, 2022	$262M	$262M	8	3	0	n/a	n/a
2020	Mar 23, 2021	$231M	$228M	6	3	0	n/a	n/a
2019	Mar 11, 2020	$200M	$199M	6	3	0	n/a	n/a
2018	Mar 26, 2019	$168M	$166M	5	3	0	n/a	n/a
2017	Mar 20, 2018	$186M	$184M	6	4	0	n/a	n/a
2016	Mar 27, 2017	$172M	$171M	6	4	n/a	n/a	n/a
2015	Mar 21, 2016	$157M	$156M	5	3	n/a	n/a	n/a
2014	Mar 11, 2015	$166M	$164M	5	3	n/a	n/a	n/a
2013	Mar 21, 2014	$115M	$113M	5	3	n/a	n/a	n/a
2012	Mar 21, 2013	$105M	$105M	5	3	n/a	n/a	n/a
2011	Mar 16, 2012	$94.7M	$94.7M	n/a	n/a	n/a	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
0	0	0	0.0%	0	0	0	0	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	$143M	$127M	12.8%	$211M	-12.2%	6	6	0	0

Relationships

Registered with (5)

← SCOTT JASON SCHILLAdvisorregistration: current employment
Jan 1, 2023 to presentfactForm ADV
← LEONARD ALAN SKIENAAdvisorregistration: current employment
Mar 16, 2006 to presentfactForm ADV
← STANLEY ROI SCHILLAdvisorregistration: current employment
Nov 9, 1987 to presentfactForm ADV
← ROBERT EDWIN TOOMEYAdvisorregistration: previous registration
Jun 6, 2011 to Sep 17, 2024factForm ADV
← Nhat Thi Minh BuiAdvisorregistration: previous registration
Nov 23, 2016 to Mar 25, 2019factForm ADV

Controls (4)

← SCHILL, STANLEY, ROIOwnerCHAIRMAN, ownership code NA, individual
Mar 16, 2012 to Nov 7, 2024factForm ADV
← BAKER, EVA, VIVIANOwnerTREASURER, ownership code B, individual
Mar 16, 2012 to Nov 7, 2024factForm ADV
← SKIENA, LEONARD, ALANOwnerCHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 16, 2012 to Nov 7, 2024factForm ADV
← SCHILL, STACY, NICOLEOwnerVICE PRESIDENT, CLIENT RELATIONS & MARKETING, ownership code B, individual
Mar 21, 2013 to Nov 7, 2024factForm ADV

Dated events

Occurred
Oct 28, 2024
Regulatory AUM changed
S. R. Schill & Associates, Inc. reported RAUM $136.4M, down 44% from $243.4M (2024-02-15 to 2024-10-28)
Form ADVobserved 5 days ago
$-107M
Occurred
Oct 28, 2024
Control person left
Edwin Robert Toomey (Vice President / Director Of Research / Secretary) no longer on Schedule A of S. R. Schill & Associates, Inc. (listed 2024-02-15, absent 2024-10-28)
Form ADVobserved 5 days ago
Occurred
Sep 17, 2024
Advisor changed firm
Robert Edwin Toomey left S. R. Schill & Associates, Inc. for Northwest Asset Management (registered 2024-09-05)
Form ADVobserved 5 days ago
Occurred
Mar 26, 2019
Control person left
Thi Minh Nhat Bui (Para Financial Planner / Member At Large) no longer on Schedule A of S. R. Schill & Associates, Inc. (listed 2018-03-20, absent 2019-03-26)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5abcc568-8212-9396-232f-976f4cd33a7c
First observed: Mar 16, 2012
Last observed: Mar 10, 2026 6 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.

S. R. SCHILL & ASSOCIATES, INC.

CRD 105864

MERCER ISLAND, WA

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:5abcc568-8212-9396-232f-976f4cd33a7c

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:33 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

STANLEY ROI SCHILL

n/a

MERCER ISLAND, WA

n/a

LEONARD ALAN SKIENA

n/a

MERCER ISLAND, WA

n/a

SCOTT JASON SCHILL

n/a

MERCER ISLAND, WA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BAKER, EVA, VIVIAN

Treasurer

yes

05/1999

Mar 16, 2012

Nov 7, 2024

SCHILL, STACY, NICOLE

VICE PRESIDENT, CLIENT RELATIONS & MARKETING

yes

10/2012

Mar 21, 2013

Nov 7, 2024

SCHILL, STANLEY, ROI

Chairman

yes

07/1987

Mar 16, 2012

Nov 7, 2024

SKIENA, LEONARD, ALAN

CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER

yes

03/2006

Mar 16, 2012

Nov 7, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 10, 2026

$143M

n/a

2024

Mar 20, 2025

$127M

n/a

2023

Feb 15, 2024

$243M

n/a

2022

Mar 8, 2023

$211M

n/a

2021

Mar 15, 2022

$262M

n/a

2020

Mar 23, 2021

$231M

$228M

n/a

2019

Mar 11, 2020

$200M

$199M

n/a

2018

Mar 26, 2019

$168M

$166M

n/a

2017

Mar 20, 2018

$186M

$184M

n/a

2016

Mar 27, 2017

$172M

$171M

n/a

2015

Mar 21, 2016

$157M

$156M

n/a

2014

Mar 11, 2015

$166M

$164M

n/a

2013

Mar 21, 2014

$115M

$113M

n/a

2012

Mar 21, 2013

$105M

n/a

2011

Mar 16, 2012

$94.7M

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

$143M

$127M

12.8%

$211M

-12.2%