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Pavlic Investment Advisors, Inc.

● SEC registered since 2026CRD 111246SEC# 801-136029Delafield, WI
Export (members)
Reg. AUM
$108.8M
Employees
2
Accounts
195
Location
Delafield, WI

Pavlic Investment Advisors, Inc. assets under management

Pavlic Investment Advisors, Inc. operates as an SEC-registered investment adviser based in Delafield, WI. The firm has been registered since 2026. It reports $108.8 million in regulatory assets under management and employs 2 people.

Pavlic Investment Advisors, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Richard and Madelyn Schiller Revocable Living Trust ControlOwnerOver 75%2021
Richard Charles Schiller ControlCco And PresidentUnder 5%2025
Madelyn P Schiller ControlTrustee2021
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Frequently asked questions

How much does Pavlic Investment Advisors, Inc. manage?

Pavlic Investment Advisors, Inc. reports $108.8 million in regulatory assets under management on its Form ADV.

How many employees does Pavlic Investment Advisors, Inc. have?

Pavlic Investment Advisors, Inc. reports 2 employees.

Where is Pavlic Investment Advisors, Inc. located?

Pavlic Investment Advisors, Inc. is based in Delafield, WI and has been SEC-registered since 2026.

Does Pavlic Investment Advisors, Inc. disclose fund performance?

Pavlic Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address440 Wells Street, 203, Delafield, WI 53018
Phone262-646-4300
Office hours8:30 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$92M
Non-discretionary$16.9M
Total (RAUM)$108.8M