Schiavi & Company provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, retirement plan services, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Schiavi & Company reports 263 clients. They include 195 high-net-worth individuals, 55 individual clients and 13 other clients. Of its assets, 76.0% ($606M across 1,141 accounts) are managed with discretion; $192M across 189 accounts are not. It advised 10 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 21% | 5% |
| High-net-worth individuals | 74% | 90% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
| Other | 5% | 5% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 55 | $39.3M | 4.9% | $714K |
| High-net-worth individuals | 195 | $714M | 89.5% | $3.66M |
| Charitable organizations | Fewer than 5 | $5.74M | 0.7% | — |
| Corporations and other businesses | Fewer than 5 | $974K | 0.1% | — |
| Other | 13 | $37.5M | 4.7% | $2.88M |
| Total | 263 | $798M | 100% | — |
- Clients
- 55
- Regulatory AUM
- $39.3M
- AUM share
- 4.9%
- Avg. per client
- $714K
- Clients
- 195
- Regulatory AUM
- $714M
- AUM share
- 89.5%
- Avg. per client
- $3.66M
- Clients
- Fewer than 5
- Regulatory AUM
- $5.74M
- AUM share
- 0.7%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $974K
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- 13
- Regulatory AUM
- $37.5M
- AUM share
- 4.7%
- Avg. per client
- $2.88M
Total
- Clients
- 263
- Regulatory AUM
- $798M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 10
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Schiavi & Company charges 0.45%–0.95% a year for its Financial planning and investment management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Hourly consultations
- Billed at rates that vary by the experience and expertise of the advisor, with payment requested on completion of the consultation.
RIA Holdings Corp. owns 50% to 75% of Schiavi & Company and is in turn owned by Ravi Dattani (75% or more). The leadership team of Schiavi & Company includes President Ravi Dattani and Chief Compliance Officer Ryan Cross. It has 10 employees, 6 of them in advisory roles.
Leadership
Ravi DattaniPresident/Managing Member
Ryan CrossChief Compliance Officer/Member
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 10 employees
- 6 in advisory functions
- 6 state-registered reps
- Owns 50% to 75% of Schiavi & Company LLC
RIA Holdings Corp.
Control person · since February 2020
- Owns 75% or more of RIA Holdings Corp.
Ravi Dattani
Control person · since February 2006
- Owns 10% to 25% of Schiavi & Company LLC
LL Cross Corp.
Control person · since February 2020
- Owns 75% or more of LL Cross Corp.
Ryan Cross
Control person · since February 2020
- Owns 10% to 25% of Schiavi & Company LLC
JCM3 Corp.
Control person · since February 2020
- Owns 75% or more of JCM3 Corp.
John Melasecca
Control person · since February 2020
Schiavi & Company’s regulatory assets grew 1.8× from $450M (June 2021) to $798M (March 2026); clients rose from 189 to 263 and employees from 9 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $798M | 263 | 10 | 2 |
| June 2025 | $622M | 244 | 10 | 2 |
| March 2024 | $566M | 225 | 10 | 2 |
| March 2023 | $507M | 215 | 12 | 5 |
| March 2022 | $491M | 195 | 11 | 4 |
| June 2021 | $450M | 189 | 9 | 1 |
Besides its headquarters, Schiavi & Company has 1 office (1 private residence, listed without an address), with 1 listed address in Delaware.
Delaware · 1 listed address
- 2710 Centerville Road, Suite 201, WilmingtonHQ
Contact and registration details
- Legal name
- Schiavi & Company LLC
- Headquarters
- 2710 Centerville Road, Suite 201, Wilmington, DE 19808-1644
- Website
- claritiwealth.com
- Phone
- 302-994-4444
- @clariti-wealth
- SEC file
- 801-18338
- Founded
- 1983
- Structure
- Delaware LLC
- Fiscal year end
- December
Schiavi & Company uses Fidelity ($752M) as custodian for its separately managed accounts. Schiavi & Company has custody of $500M in client assets for 206 clients.
- FidelityNational Financial Services LLC · Boston, MA · $752M100%
At year end, Schiavi & Company’s separately managed accounts were mostly in funds (80%) and cash (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $378M across 60 positions; the largest are Pimco Equity Ser (34.8%), Pimco Equity Ser (24.0%) and J P Morgan Exchange Traded F (13.4%).
What the accounts hold
- Stocks8%
- Funds80%
- Cash10%
- Other2%
- Cd, bonds, variable annuity sub-accounts2%
Reported 13F holdings
- $378M
- Reported 13F value
- 60
- Positions
- 92.4%
- In the 10 largest
- +12.4%
- Value vs. prior quarter
- Pimco Equity Ser · Rafi Dyn Multi34.8%
- Pimco Equity Ser · Rafi Dyn ML US24.0%
- J P Morgan Exchange Traded F · Jpmorgam Ltd Dur13.4%
- Vanguard BD Index Fds · Intermed Term7.4%
- Pimco Equity Ser · Rafi Dyn Emerg7.1%
- Vanguard Mun BD Fds · Tax Exempt BD2.3%
- iShares TR · Core MSCI Eafe1.2%
- Rbb Fund Trust · First Eagle Over0.8%
- J P Morgan Exchange Traded F · Div Rtn EM EQT0.8%
- EA Series Trust · Alpha Arch 1-30.6%
Together, the ten largest are 92.4% of reported value.
How many clients does Schiavi & Company have?
Schiavi & Company has 263 clients and manages $798 million for them, as of March 2026. They include 195 high-net-worth individuals, 55 individual clients and 13 other clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026
What services does Schiavi & Company offer?
Schiavi & Company provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Schiavi & Company charge?
Schiavi & Company charges 0.45%–0.95% a year for its Financial planning and investment management. The fee is billed in advance and is negotiable.
Source: ADV PART 2A, filed 13 March 2026
Which custodians does Schiavi & Company use?
Schiavi & Company’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $752M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026
How many financial advisors does Schiavi & Company have?
Schiavi & Company has 6 investment adviser representatives registered with state securities authorities, out of 10 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Schiavi & Company invest in?
At the end of its last fiscal year, Schiavi & Company’s separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents, 8% exchange-traded equities and 2% other. The 2% other category is described as: CD, Bonds, Variable Annuity Sub-Accounts.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Schiavi & Company?
Schiavi & Company is owned through holding companies by Ravi Dattani, Ryan Cross and John Melasecca. Its direct owners are RIA Holdings Corp. (50% to 75%), LL Cross Corp. (10% to 25%) and JCM3 Corp. (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 16 March 2026
How does Schiavi & Company get paid?
Schiavi & Company is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Schiavi & Company registered with the SEC?
Yes, Schiavi & Company has been registered with the SEC as an investment adviser since 31 January 1983. Its CRD number is 104804 and its SEC file number is 801-18338.
Source: Form ADV Part 1A, Item 1, filed 16 March 2026; IAPD firm record
How do I contact Schiavi & Company?
Schiavi & Company’s main office is at 2710 Centerville Road, Suite 201, Wilmington, DE 19808-1644. Its phone number is 302-994-4444. Its website is claritiwealth.com.