{"url":"https://nivawealth.com/firms/schiavi-and-company-104804","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/104804","regulatoryAum":797577542,"crd":"104804","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4753567","suffix":null,"lastName":"CROSS","firstName":"RYAN","middleName":"GREGORY"},{"crd":"2884960","suffix":null,"lastName":"DATTANI","firstName":"RAVI","middleName":"PRAVIN"},{"crd":"7281484","suffix":null,"lastName":"Malchione","firstName":"Karen","middleName":"R."},{"crd":"2903453","suffix":"III","lastName":"MELASECCA","firstName":"JOHN","middleName":"CARMEN"},{"crd":"2254079","suffix":null,"lastName":"SNYDER","firstName":"GERALD","middleName":"RAUL"},{"crd":"7996760","suffix":null,"lastName":"Whittaker","firstName":"Ethan","middleName":"William"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-06-24","regulatoryAum":449609482,"clients":189,"employees":9,"offices":1},{"filedOn":"2022-03-26","regulatoryAum":491028007,"clients":195,"employees":11,"offices":4},{"filedOn":"2023-03-24","regulatoryAum":506749502,"clients":215,"employees":12,"offices":5},{"filedOn":"2024-03-15","regulatoryAum":565760922,"clients":225,"employees":10,"offices":2},{"filedOn":"2025-06-11","regulatoryAum":622223185,"clients":244,"employees":10,"offices":2},{"filedOn":"2026-03-16","regulatoryAum":797577542,"clients":263,"employees":10,"offices":2}],"secFileNumber":"801-18338","legalName":"Schiavi 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The fee is billed in advance and is negotiable.","source":"ADV PART 2A, filed 13 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Schiavi & Company use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Schiavi & Company have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Schiavi & Company invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Schiavi & Company?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Schiavi & Company get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Schiavi & Company registered with the SEC?","answer":"Yes, Schiavi & Company has been registered with the SEC as an investment adviser since 31 January 1983. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}