{"url":"https://nivawealth.com/firms/schuylkill-financial-143052","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/143052","regulatoryAum":123631702,"crd":"143052","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4782267","suffix":null,"lastName":"LAZURICK","firstName":"JASON","middleName":"SCOTT"},{"crd":"4976405","suffix":null,"lastName":"MAKOSCH","firstName":"CHRISTOPHER","middleName":"KENNETH"}],"total":2,"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"},"secFileNumber":"801-135798","legalName":"Schuylkill Financial, LLC","displayName":"Schuylkill Financial","slug":"schuylkill-financial-143052","website":"https://schuylkillfinancial.com/","classification":{"segment":"individuals","segmentLabel":"Wealth 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They include 77 individual clients, 49 high-net-worth individuals and 1 investment company.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 9 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Schuylkill Financial offer?","answer":"Schuylkill Financial provides financial planning and portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Schuylkill Financial charge?","answer":"Schuylkill Financial charges up to 1.50% a year for its Asset Management. The fee is billed in arrears, is negotiable and requires an account of at least $250,000.","source":"ADV 2A AND 2B, filed 9 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Schuylkill Financial use?","answer":"Schuylkill Financial’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $124M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Schuylkill Financial have?","answer":"Schuylkill Financial has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are 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 Schuylkill Financial invest in?","answer":"At the end of its last fiscal year, Schuylkill Financial’s separately managed accounts held 77% exchange-traded equities, 16% registered funds (mutual funds, ETFs, BDCs) and 7% cash and equivalents.","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":"Does Schuylkill Financial have a minimum investment?","answer":"Yes, Schuylkill Financial’s minimum account size for its Asset Management is $250K.","source":"ADV 2A AND 2B, filed 9 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Schuylkill Financial?","answer":"Schuylkill Financial’s direct owners are Christopher Makosch (50% to 75%) and Jason Lazurick (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 9 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Schuylkill Financial get paid?","answer":"Schuylkill Financial is paid through a percentage of assets under management and hourly charges. 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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."}