Skip to content

Stacy Schill

Vice President, Client Relations & Marketing at S. R. Schill & Associates

Firm officerUpdated

Stacy Schill has been Vice President, Client Relations & Marketing of S. R. Schill & Associates, Inc., a Mercer Island, WA investment adviser managing $143M, since October 2012.

14
Years in role
$143M
Firm AUM
195
Firm clients
3
Firm advisers

From Form ADV filed 10 March 2026Form ADV

Career

Stacy Schill is a control person of S. R. Schill & Associates and directly owns between 10% and 25% of it.

S. R. Schill & Associates is an investment adviser based in Mercer Island, WA, registered with the SEC since 1987. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $143 million, as filed on 10 March 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD
6174024
Firm
S. R. Schill & Associates · CRD 105864
Role
Vice President, Client Relations & Marketing
In role since
October 2012 · 14 years
Control person
Yes
Direct ownership
10% to 25%
Firm headquarters
Mercer Island, WA
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Stacy Schill work?

Stacy Schill has been Vice President, Client Relations & Marketing of S. R. Schill & Associates, Inc. since October 2012, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 10 March 2026

How can I verify Stacy Schill’s record?

Stacy Schill’s role is listed on S. R. Schill & Associates, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 105864.

Source: Form ADV, Schedule A, filed 10 March 2026

Leadership at S. R. Schill & Associates

Sources

  1. IAPD individual lookup, CRD 6174024, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of S. R. Schill & Associates, Inc., filed 10 March 2026. Title, control and ownership bands.