$42MM AUM | $400,000 GDC in
Downingtown, PA

Schuylkill Financial LLC is a small 2-person advisory firm operating in Southeastern PA with an 11-year track record. We manage approximately 100 households with an average client balance around $400,000, with over $40MM under management. By starting the business very near the top of the last bull market and successfully managing our clients and their assets through the worst downturn in a more than a generation we have gained a lot of knowledge and experience, certainly learned to importance of managing risk at all times.

We provide our clients with very personal service, in many cases holding meetings at their homes as opposed to having them travel to the office. We are 100% fee-based with a very tiny portion of insurance (life only no VAs) only upon client request. Our asset management style is a combination of fundamental and tactical using mutual funds, ETFs and stocks.

Having grown the business organically over the past 11 years, we are now looking to expand by buying another small firm in Chester County. Certainly, another practice would need to espouse our values of client always coming first and a commitment to the long-term. Since we are a small firm, ideally, we would find a practice in the $5-30MM AUM range so that we could continue to offer close-nit relationships.