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Schuylkill Financial, LLC

● SEC registered since 2026CRD 143052SEC# 801-135798Wyomissing, PA
Export (members)
Reg. AUM
$123.6M
Employees
2
Accounts
367
Location
Wyomissing, PA

Schuylkill Financial, LLC assets under management

Schuylkill Financial, LLC is an SEC-registered investment adviser based in Wyomissing, PA. The firm has been registered since 2026. It reports $123.6 million in regulatory assets under management and employs 2 people.
www.linkedin.com/company/9699642View on SEC.gov ↗

Schuylkill Financial, LLC owners & executives

2 reported
NameTitleOwnershipSince
Christopher Kenneth Makosch ControlPartner/Cco50-75%2007
Jason Scott Lazurick ControlPartner50-75%2007

Frequently asked questions

How much does Schuylkill Financial, LLC manage?

Schuylkill Financial, LLC reports $123.6 million in regulatory assets under management on its Form ADV.

How many employees does Schuylkill Financial, LLC have?

Schuylkill Financial, LLC reports 2 employees.

Where is Schuylkill Financial, LLC located?

Schuylkill Financial, LLC is based in Wyomissing, PA and has been SEC-registered since 2026.

Does Schuylkill Financial, LLC disclose fund performance?

Schuylkill Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1290 Broadcasting Rd, Wyomissing, PA 19610
Phone610-670-1656
Office hours9:00a.m. To 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$123.6M
Non-discretionary$0
Total (RAUM)$123.6M